Financial Fitness Counseling by Beverly Coates
Helping you reach your goals through financial fitness.
Financial Fitness Services
Financial Counseling for Families and Singles:
We will meet for an initial two and a half hour counseling session to discuss your budget, setting up a debt reduction and elimination plan, establishing an emergency fund and savings for your dreams such as a secure retirement and college. We will also analyze your insurance and other needs.
We will get together again after a month has passed to evaluate your progress, celebrate your successes and address questions you may have and difficulties you may have encountered.
Also included in this counseling service is unlimited follow-up for the following 4 months should questions arise. I WANT YOU TO SUCCEED!
Phone Counseling
If you do not live within the Dallas/Ft. Worth metroplex, I provide the same financial counseling service by phone. Please call (972) 978-5130 or email me at to get started today!
Pre-Marital and Early Marriage Financial Counseling
Start your marriage on a sound financial basis by signing up for counseling early. As many as 70% of marriages are destroyed by financial issues. Let me help you begin now to learn to plan together and develop a mutually agreed–upon financial plan for life!
