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FINANICAL COACHING

As a Dave Ramsey Financial Coach, Brent Bocian helps freelancers navigate various financial challenges that come with earning self-employment income. 

 

Sessions are 1-hour long and cost $150. Current tax clients receive a discounted price of $75.

Interested in gaining access to discounted financial coaching sessions by becoming a tax client? 

Click here to learn about our tax services.

Cashflow & Budget Analysis

Create a clear budget to ensure you know exactly where your money is going every month and financially prepare for the unexpected.

Retirement Plan Assessment

Learn about various retirement accounts and how much you need to set aside each month to fund the retirement lifestyle of your dreams. 

Debt Management

You will be guided through Dave Ramsey's Debt Snowball activity and receive specific strategies to help you pay off debt while earning self-employment income.

Financial Threat Diagnosis

Receive a custom assessment of your financial risk management including loss of income, loss of capital, personal health costs, estate planning, disaster planning, etc, along with a personalized list of action items to neutralize financial threats.