Services

Financial Education

Were you raised in a home that did not talk about money or mixed message was discussed. Midwest Financial Coaching will guide you through the ins and outs of finances, so you will become better versed in discussions about finance, whether it is Income, Debt, Taxes, Budgets, Saving, or Investing.

Email midwestfinancialcoaching@gmail.com today to start.

Budgeting

Why use a budget? Whether you are looking to refine your long term goals, or make adjustment in your current spending, a budget is very helpful.

We start by making and meeting short and long term goals.

Goal Setting

Have a financial goal in mind? A new car, boat, college, or retirement? A financial plan and regular accountability meeting will help you reach this goal, often much faster.

Financial Independence

Need a second set of eyes to better understand where you are at and how to reach your dreams?

Email midwestfinancialcoaching@gmail.com today to start.

Retirement Planning

A third party like a retirement coach can help you figure out what an ideal retirement means for you. You’ll create a plan to make it all happen, and you'll be held accountable each step of the way.

This service is great for those that are nearing retirement and need a second set of eyes to review your retirement strategy.

Retirement Coaching is a guided conversation between a coach and a client focused on how you want to live your life in retirement. We cover with your wants, needs, and retirement goals. We then develop an action plan to get you where you need to be.

  • Set retirement goals

  • Evaluate financial progress

Email midwestfinancialcoaching@gmail.com today to start.