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Helping You Take Control of Your Money and Your Life

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Clarity

We assess your current financial situation and identify what’s really holding you back.

Strategy

Together, we create a personalized plan based on your goals, income, and lifestyle.

Momentum

We guide and support you as you take action and build sustainable financial habits.

Support

When life gets in the way and setbacks happen, we’ll be there to get you back on track

You don’t need to be perfect with money to make progress.

Money doesn’t have to feel overwhelming or confusing. Our coaching focuses on practical strategies you can actually stick to helping you create a clear plan, make confident decisions, and build lasting financial habits.

Whether you’re trying to get out of debt, build savings, or plan for the future, we meet you where you are and help you move forward step by step.

1-on-1 Coaching Sessions

Personalized guidance for every client.

Step-by-Step Financial Plans

Practical roadmaps that are easy to follow.

Hours of Learning Resources

Tips, guides, and tools to boost your financial knowledge.

Our Approach

Financial Coaching Built Around Your Real Life

Ongoing guidance and accountability

Support every step of the way so you stay on track and achieve results.

Personalized financial roadmap

A step-by-step plan tailored to your goals, income, and lifestyle.

MEET THE COACH

Meet Your Financial Coach

John Roberts - Founder & Finance Coach

I’m John Roberts, the Founder and Lead Finance Coach, and I help families create margin, reduce financial stress, and build a legacy that lasts. I believe financial freedom isn’t about being wealthy—it’s about having clarity, control, and peace of mind with your money.

As a Ramsey-trained Master Coach and a 15-year debt-free business leader, I don’t just teach financial principles—I live them. I’ve walked the journey of getting out of debt, building stability, and making intentional money decisions, and I now guide others using the same proven roadmap.

I work with families who feel overwhelmed by debt, unsure how to plan for college, or stuck living paycheck to paycheck. My coaching style is straightforward, supportive, and judgment-free. Together, we focus on practical steps that help you move forward with confidence, one decision at a time.

For me, money is about more than numbers and budgets—it’s about purpose. My mission is to help families align their finances with their values so they can worry less, live more, and build a future they’re proud of.

Let’s move you from stress to ease and from surviving to thriving.

We don’t believe in one-size-fits-all advice. Our coaching is built around your goals, your income, and your lifestyle so you can move forward with clarity and confidence.

Let’s Start With a Conversation

Helping you take control of your money and build lasting financial confidence.

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