Financial Wellness Program Overview
It's time to Thrive with your Finances!
"The workshops were fun and informative, I'm excited for coaching!"
M. Z. - US EPA
"I've had three sessions with my financial coach and just love Sarah. I'm learning new ways to think about budgeting and how I set priorities."
N. H. - US EPA
"This was a fun, informative and engaging presentation...thank you!"
A. J. - US EPA
Watch the 3 Minute Program Overview for the EPA
Workshops
We do not sell insurance, investments or financial products. Workshops are designed to educate, motivate and inspire hope. These fun, interactive sessions equip you with the foundation to become intentional with your finances and are an excellent lead in to coaching.
The information applies no matter the income, demographics, personal situation or profession. Topics include Mastering Money Management, Wealth Building, Budgeting & Planning for Emergencies, Tackling Debt, Credit Report and Score, Student Loans, and Tips on How to Financially Prepare for a Government Shutdown, etc.
Meet David
You have a unique situation, story and dream. Through coaching thousands of individuals and mentoring hundreds of coaches, founder David Jacobson has discovered that some coaches are a better match for clients than others. He uses a Coach Match program to connect the unique needs and aspirations of the client with a coach that has experience delivering excellent outcomes in those areas.
If you are serious about wanting to improve your financial health and are ready for the intensity and accountability of coaching, set up a time with David for a FREE Coach Match consultation.
What is the Coach Match?
Our coaches are specialists with experience guiding newlyweds, single moms, couples, crisis, wealth building, and military... to name a few. While the core behaviors and habits are similar, your situation deserves someone who 'gets' you. During our Coach Match interview I'm able to match you with a coach that will give you the greatest transformation.
“The meeting with David left us feeling at peace and excited. He doesn't 'close' during the call which was refreshing. After getting to know us he was able to match us with a coach that was an expert for our unique situation.”
When you use the Coach Match Program, you get:
Professional Private Coaching
You'll be guided by a coach who has either been through what you are facing or has experience guiding clients to the outcomes you are hoping for.
On Your Time
I know you're busy. That's why we find times to meet that work with your schedule.
Self-Guided Online Tools
Gain access to an extensive library of online resources for you to walk through at your own pace.