Your Money Coach

We take pride in establishing outstanding, confidential, one-on-one relationships with clients, offering personal attention and financial guidance tailored to fit your unique circumstances. Whether you are a young adult, a single parent, on a fixed income, or have been married for 30 years, we assess your needs and create solutions customized just for you. We understand that no two households are the same, and we give the best personal advice accordingly.

FI is based on the belief that our customers' needs are of the utmost importance and it is our commitment to meet those needs. We welcome the opportunity to earn your trust and deliver you the best service in the industry. 

So is a Money Coach right for you?

Consider these three questions:

1. Are you actually ready to change?

No one really knows this answer but you. Have you tried it your own way long enough? Are you ready for professional help that can guarantee your goals will be reached? It's time to start telling your money where to go, instead of wondering where it went.

2. Are you coachable?

Good coaches are motivating. Good coaches create accountability. And let's be honest, sometimes we just don't feel like doing something. And it's in those moments of "wanting to quit on your goals" where a coach is needed most. A good coach can tap into your mental and emotional needs, much like a psychologist. And with the heart of a teacher, I make sure to empower and encourage, which helps to motivate and improve your results.

3. Are you willing to create better habits?

Personal finance is only 20% head knowledge (the know how) and 80% behavior (the doing). As your coach I give you the knowledge (the 20%) but the "doing" is all up to you. After just one session you know that it's possible, but it's when we set specific, measurable goals that your self-discipline begins to line up with your goals. Scheduled appointments hold you accountable and dramatically improve your chances of you reaching those goals.

Call 336-491-5706 today to schedule your life-changing appointment. This could be the most important call you ever make -- the call that changed your family's finances forever!

Appointment Availability

Mon - Fri
8am - 8pm                                           Call for Scheduling & Availability          By Appointment Only

Sat - Sun
Weekend appointments are available. 
Call for Scheduling & Availability

Call Today
336-491-5706


Calling FI was one of the best decisions I ever made! I only wish I had started earlier.
— W. Parrish
Financial struggles have a way of making you feel defeated in all areas of life, but FI helped me get my life back. So glad I stopped procrastinating and called.
— T. Smith

Schedule your appointment today!  336-491-5706


“We were skeptical at first, but boy were we wrong. This has proven to be an area that could have sent us to Divorce Court, but not any more. And now we actually look forward to discussing our money together and planning for our future.”

— The Wilsons