A free 5-minute diagnostic. You’ll know your stage and your next move before you close the tab.
These families started exactly where you are, working a budget, watching summer derail everything.
It’s not because people don’t care. It’s because there’s no checkpoint built into most financial plans.
You set a goal in January. You stay motivated through February. March gets complicated. April is inconsistent. May and June get loud. And by July, the goals you set six months ago are either fading or gone entirely.
The families who finish the year ahead do something different. They stop at mid-year. They look at the numbers honestly. And they make one specific decision about what changes in the second half.
That’s what this page is for.
Answer honestly. There are no wrong answers, only useful ones.
If you answered “not sure” to 2 or more of these, that’s not a failure.
That’s information. And it’s exactly what the Mid-Year Check is designed to fix.
The six financial stages require completely different strategies. What works in Stage 2 is wrong in Stage 4. What works in Stage 3 is wrong in Stage 5.
The free 5-minute Stage Assessment tells you exactly where you are, and exactly where to focus your energy in the second half of 2026.
No email required to start. Just your honest answers.
Free. 5 minutes.
In this episode, Bryan walks you through:
Want me to run these numbers with you?
The Discovery Call is 20 minutes. Bring your income, your expenses, and your biggest money question.
You’ll leave with your stage, your strategy, and if you’re in debt, a specific payoff date.
Samantha and Felix were doing everything right, budget maintained, payments on time, $520 saved the previous month. And yet she told Bryan: “I feel like I’m never going to get out of this.”
The $52,000 wasn’t the problem. Their story about the $52,000 was. This session shows exactly what Bryan did next, and why it worked.
Join 200+ families who’ve used these real-session breakdowns to find their own mindset shift.
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Arrives instantly. No sales call, no follow-up pressure.
Bryan Halverson, MBA, is a certified financial coach who paid off $80,000 of his own family’s debt using the same framework he teaches today.
He has worked with 200+ families and helped clients collectively eliminate more than $600K+ in debt.
You have six months left. That is enough to pay off a debt.
Build an emergency fund. Change a habit. Shift your trajectory.
But only if you know exactly where you are, and exactly what to do next.