Empower Your Future, Build Your Legacy
Our Coaching Services
Providing personalized financial services designed to help you take control of your money, eliminate debt, and build a secure future.
Whether you’re looking to create a budget that works, overcome financial challenges, or plan for long-term wealth, our expert coaching is tailored to meet your unique needs and empower you to achieve lasting financial freedom.
Budget & Debt
Our Budget & Debt Coaching service is designed to help you take control of your finances by creating a clear, practical budget and developing strategies to reduce and manage debt. We work with you one-on-one to understand your financial situation and goals, then craft a personalized plan that empowers you to make informed decisions.
Whether you’re struggling with credit card debt, student loans, or simply want to live within your means, our coaching provides the tools and support you need to achieve financial stability and peace of mind.
Money Habits
Our Money Habits Coaching service focuses on understanding and transforming the financial behaviors that impact your spending and saving. We dive deep into the patterns and beliefs that drive your money decisions, helping you identify areas for improvement and develop healthier habits.
With personalized guidance, you’ll learn to make more conscious financial choices, reduce impulsive spending, and build a stronger foundation for long-term financial success. This service empowers you to align your money habits with your values, leading to greater control and confidence in your financial journey.
Wealth Planning
Our Wealth Planning service is designed to help you build and preserve your financial future with confidence. We work closely with you to create a comprehensive plan that aligns with your long-term goals, whether it’s saving for retirement, investing wisely, or securing your family’s legacy.
By collaborating with trusted financial advisors and estate planning professionals, we ensure that every aspect of your wealth is carefully managed and protected. With our guidance, you’ll have the tools and strategies needed to grow your wealth, achieve financial freedom, and leave a lasting impact for generations to come.
Legacy Planning
Our Legacy Planning service is dedicated to helping you create a meaningful and lasting impact for future generations. We guide you through the process of establishing a comprehensive plan that ensures your assets and values are preserved and passed down to your loved ones.
By working with trusted estate attorneys and financial advisors, we help you navigate the complexities of wills, trusts, and inheritance, so your legacy reflects your wishes and provides security for your family. With our support, you can confidently plan for the future, knowing that your legacy will endure and continue to benefit those you care about most.
Financial Coaching Programs
Enjoy a complimentary 30-minute discovery call with all our programs to assess your financial needs and explore how our coaching can support your journey to financial empowerment.
Financial Reset
A 3-Month Coaching Journey to Financial Control
$597for 3 months
Take charge of your financial future with our 3-month Financial Reset program, designed to help you refocus and regain control over your finances.
INCLUDES
- Initial Deep Dive: A 2-hour session to uncover your unique financial opportunities and challenges.
- 1 Week Follow-Up: A 1-hour session to ensure you're on track and address any immediate adjustments.
- Biweekly Sessions: Ongoing 30-60 minute sessions every two weeks to provide guidance, support, and accountability.
Whether you’re breaking bad habits or building new ones, this program empowers you to make confident financial decisions and achieve lasting success.
Couples' Financial Cohort
A Journey to Financial Growth Through Shared Experience
$250 /month
Join our exclusive monthly financial cohort, designed for two married couples seeking growth and fresh perspectives on managing their finances.
INCLUDES
- Experienced Hosts: Led by a couple with 32 years of marriage, 26 years of active-duty military experience, and wisdom from navigating deployments, parenting, and grandparenting.
- Open Dialogue: A unique space for open conversations and shared learning, fostering a sense of community.
- Church Ministry Leaders: As table leaders for our church’s marriage ministry, we believe in the power of community to inspire change.
- Collaborative Learning: Discuss your financial challenges and successes with another couple, gaining new insights and accountability.
- Small Group Setting: Limited to two married couples, creating a close-knit environment for deep discussions and shared growth.
Perfect for those seeking targeted support without committing to a full coaching package. Together, we’ll help reshape your financial future as a team!
Unified Finances
Strengthening Your Marriage Through Financial Teamwork
$300 for 2 sessions
Build a stronger marriage by managing your finances as a united team through our financial partnership program.
INCLUDES
- Experienced Guidance: Led by a couple with 32 years of marriage, 23 years of military service, and a relationship that endured 3 deployments.
- Understanding Financial Tendencies: Discover each partner’s financial habits—whether you're the spender or the saver.
- Money Mindset: Explore how your financial mindset impacts your marriage and learn strategies for better communication around money.
- Accountability: Learn the vital role accountability plays in maintaining a strong financial partnership.
- Team Effort: Grounded in the belief that marriage is a team effort, this program helps you and your spouse align on finances, ensuring a unified approach.
Perfect for those seeking targeted support without committing to a full coaching package. Together, we’ll help reshape your financial future as a team!
Financial Momentum
Monthly Accountability for Lasting Growth
$150 /month
Stay on track with your financial goals and build on the success. Prerequisite: Must have completed the 3 month coaching program.
INCLUDES
- Monthly Accountability: A 1-hour meeting each month to provide continued support and guidance.
- Challenges & Wins: We'll address obstacles, celebrate successes, and fine-tune your strategies.
- Long-Term Growth: Ensuring steady progress toward your long-term financial empowerment.
This program is perfect for maintaining focus, refining strategies, and continuing to grow on your financial journey.
An Inspiring Empowerment Story
An Inspiring Empowerment Story
Frequently Asked Questions
Watch our podcast Bartelle's Money Talk
My husband and I host “Bartelle’s Money Talk” podcast, airing every Thursday, where we share valuable insights to help you achieve financial freedom. We’d love for you to like, subscribe, and share our channel with others.
Read Theresa's Book
Available for purchase on Amazon!
Discover the power of financial freedom by embracing your reality and breaking free from the pressures of debt and comparison. This transformative book guides you to shift your mindset, make value-based decisions, and regain control of your finances for lasting peace of mind. Start your journey toward authentic financial success today—your brighter future begins with the first step.
~ Janet Duncan