Ready to transform your finances and you life?

We provide personal financial coaching and education services in several formats to meet the the diverse needs of the community, Our goal is to provide superior content and unmatchable service that is most appropriate and convenient to you and your life.

• Want your ongoing money questions to be answered by Todd, your independent financial expert
• Want to join a community of savvy men and women, interested in financial literacy & success
• Want to learn how to manage your own money, investments, & finances

Free for the first three months.... (coming soon!)                                             Read More>>>>>

• Want to work one-on-one with an independent financial coach
• Have a specific, targeted question you need answered
• Do not need written analysis or reports

30-minute session only $150
*roundtable members receive this for only $97                                                             Read More>>>>>

• Want to work one-on-one with an independent financial coach
• Been offered a solution or idea by another professional
• Need a second, objective point of view
• Need limited written analysis or reports

Second-opinion for only $450                                                                            Read More>>>>>

• Want to work one-on-one with an independent financial coach
• Want a step-by-step financial action plan to reduce your money stress and achieve your most important life goals
• Want a big picture perspective of your finances
• Want to learn more about finance
• Appreciate written reports, guidance, and educational materials

Private Client Coaching Packages start at $1197                                             Read More>>>>>

• Want to learn with other like minded people
• Appreciate group support and accountability
• Want facilitation and guidance by financial expert
• Want a step-by-step action plan to reduce your money stress and achieve your most important life goals
• Want a big picture perspective of your finances

Group Coaching for only $150/month (coming soon!)                                      Read More>>>>>

• Want to learn at your own pace, at home or office
• Want a step-by-step action plan to reduce your money stress and achieve your most important life goals
• Want a big picture perspective of your finances

Home Study Course for only $897 (coming soon!)                                           Read More>>>>>

Schedule a 30 minute complimentary telephone consultation with Todd, to discuss your most pressing financial concerns and figure out the best solution for you. To schedule your appointment, call Todd @ (602) 485-3896 or click here.

Looking for an answer to a specific financial question? Check out our learning center or contact us for a complimentary consultation.

Are you an Individual? Learn more about personal financial planning.

Are you an employer? Learn more about employee benefit solutions.

Are you a client-driven organization? Learn more about member solutions.

Are you a religious organization? Learn more about our ministry services.

Read some of our newer financial planning articles and strategies.

"Ten Myths of Financial Planning"

"The right and wrong ways to invest $20,000"

"Now is the time to talk money"

"Money can make us happy"

"Create your own stock portfolio for less than a night at the movies"

We also have more articles in our resources area.

Kick$start Your Financial Future Teleseminar! Hear from three industry experts for 90 engaging minutes of great financial content for only $15.00. Read more.

Financial Planning                     

Insurance Planning

Retirement Panning       

Investment Planning                      

College Education Planning             

Estate Planning

Small Business Planning

Financial Education Services