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We Start With You

What would you like to do with your life? If you’re like most of us, it’s a work in progress. Money should be an engine, not an obstacle, to living your ultimate life – however you define it.

You probably make good money, but it always seems to vaporize before you can use it for what you really want.

You’ve probably heard that eliminating debt is a good thing, but haven’t gotten around to making it happen yet.

You have dreams – maybe you want to buy a home (or rent a nice one), get married, start a business or change jobs, travel more, or indulge in a little luxury.

If any of that sounds like you, you’ve come to the right place! We can work together to turn those goals into reality.


What I Can Help You Achieve

By discovering what your ultimate life looks like, we’ll make a concrete plan to go from where you are now to that ultimate picture. My background in financial and career coaching can help you take real steps to living the life you want. Here are a few things we’ll accomplish together:

  • Find out what your money is doing right now – Your situation is unique, we’ll discover exactly what your money is up to
  • Identify and name your dreams – Knowing where you want to end up is the first step to getting there
  • Craft a budget that you enjoy – From detail-obsessed, to free-spirited, we’ll find a method you actually want to use
  • Start saving for the unexpected –  Tucking away some cash for unforeseen events can do wonders for your peace of mind
  • Systematically destroy debt – Free up your income to start working for you instead of your creditors
  • Make data-driven financial decisions – Real advice for real-life choices about homes, cars, savings, and more
  • Begin building and managing wealth – What will you do with extra money? We’ll make a plan to keep your money growing

How We Work Together

Mastering money is a project that takes time, and there’s no instant formula to change our relationship with money and the behaviors we’ve built over the years. I want to equip you with the tools you’ll need to to manage money like a boss, so you’ll eventually progress beyond needing my services and into needing more advanced services like those of an accountant, investment planner, or tax professional.

I like to think of our time together as flight school. At first, I want to be in the cockpit with you, showing you the controls, what dials to pay attention to, and the shortcuts to building the habits and skills you need to navigate and fly solo. After that, I’ll be your wing man, flying beside you, watching out for trouble, and offering additional support and advice as new situations develop.

The structured “in-the-cockpit” stage sets you up for success. We set goals, implement plans, and track progress over six meetings:

  1. Your “Why” Meeting: All about you and your dreams. We’ll look at what your money is doing now vs what you want it to do.
  2. Your “What” Meeting: All about the systems we’ll use to track progress and get you reoriented with your goals.
  3. Your “When” Meeting: All about showing you what goals it’s possible to achieve in a set timeline.
  4. Your “How” Meeting: All about implementing your strategies and systems. The nuts and bolts of getting things done.
  5. Your “Now” Meeting: All about checking and building on your progress so far.
  6. Your “Wow” Meeting: All about the next steps. As you prepare to fly solo, where do you want to go.

The “wing man” stage keeps you on track. After getting your plans set up, you can have as much support and continued growth as you need to feel super confident and comfortable with your money. I’ll be there when you have questions about adjusting your plan and goals. I’ll be there for the ups and downs that go with building financial security and freedom. I’ll be there for whatever.

Thanks to the wonder of the web, we can connect from anywhere through Skype or phone call, whichever works best for you.


What it Costs

Students – $600  Getting you prepared for graduation and beyond. We’ll analyze your financial situation and project out to help you finish strong with minimal debt. Includes all six meetings above, plus a bonus college completion meeting and a job search plan. Also three months of continued support. All at a discounted student rate. This is a class you won’t want to drop.

Individuals & Families – $850  Getting you and your family on track for continued financial success for your life. Six meetings, three months of continued support, and a more in-depth look at your family’s future.

$100 per month for one meeting per month – Once you’re feeling comfortable and confident making awesome financial choices after the included three months of support, we’ll connect once per month until you feel you no longer need my services.

I recommend people continue to meet at least once per month for at least six months after the initial period. Transforming your relationship with money is more about behavioral change than knowledge, and it can take time and motivation for new habits to stick.


What People Are Saying

Taking the first step toward mastering your financial life is so powerful. Real actions with real results that make a difference for real people is what we’re about.

“One of the things I found most helpful was when you [gave] me three options with timelines of how to get out of debt… This process caused me to really do some soul searching about my goals and what is most important to me. Identifying goals then developing a plan to help achieve those goals is very exciting…thank you for your help Ben!”

– Vivian from Oregon

I created Debt Freeks to empower people like Vivian (and you), to beat debt, master money, and start living their ultimate life.


How to Start

Fill out a coaching application to fill me in on your situation. We’ll schedule a short introductory phone call to see if we’ll be a good fit. If you decide you’d enjoy working together, we’ll arrange our first official meeting at a time that works for you.

START APPLICATION


My Promise to You

After the first month, if you don’t think we’re a good fit let me know and I’ll refund your first month’s payment – no questions asked.

I want you to be as fired up about chasing your dreams as I am, and I guarantee my work so you can be confident investing your time, money, and energy in this important process


I don’t sell investments, insurance, or any other financial products, and I don’t receive any commissions. I provide unbiased advice from my own experiences and my training in communication and financial counseling – No sales pressure, just real-life assistance to help you live your ultimate life.