Family Tree Finances
SERVICES
Family Tree Finances puts the "personal" in personal finance. Every situation is different and sometimes you need an independent perspective to properly evaluate your situation. Our goal is to inject hope and help you make the right decisions for now and into the future. Together, we will come up with a personalized strategy that is tailored to your goals and your stage in life. ​
Individuals
One-on-one coaching sessions for individuals who are interested in getting out of consumer debt, building a strong foundation and preparing for emergencies. Depending on which step you are on, we can help you with retirement, insurance and building wealth.
Ultimately, we want you to have financial freedom so you can make the right decisions for your career and future. Making a decision without the burden of debt changes the risks you can take and can have a big impact on the impact you can make. Do you want to start your own business, change careers or give more to charity? Let's make sure your financial house is in order so you can maximize those efforts.
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Pricing: $150/hour or $350 for 3 hourly session ($100 off)
Couples
These sessions are completed with BOTH people present and ready to make a change. Whether you are newly married or been married for a while, being on the same page as your spouse when it comes to finances is critical to a happy marriage. The #1 cause of divorce in the US is over financial matters. Why not take that out the equation right now?
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We will help both of you create of vision of your future and plan out the steps for you to get there. We'll teach you how to budget and hold each other accountable. By working together, you'll be able to make better progress than going at it alone.
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Pricing: $150/hour or $350 for 3 hourly session ($100 off)
Groups
Group sessions are designed to lead your team or small group through the Dave Ramsey Financial Peace University (FPU) class. We will provide leadership through each of the 9 weekly lessons and be a resource for your team. Each member will purchase the FPU class through the Dave Ramsey website and enroll in the designated class. Discounts on the materials may be available depending on the number of participants. This program would work well with employees at work, church small groups or just a group of friends ready to take the first step.
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Pricing: $900 for leading all 9 FPU Classes
Ready to learn more or have more questions? Contact us by clicking below. There is NO COMMITMENT in contacting us, just a conversation!