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Coaching and Consulting

Not everything fits into a Comprehensive Written Financial Plan.  In fact, many of the things clients need are more specialized to a specific personal area.  Pride Financial recognizes this and has developed a Coaching and consulting arm that is an hourly (or agreed upon flat fee) service that may fall outside a traditional advisory role.  

These include but are not limited to:

  • Organization and effectiveness analysis of a business or non profit
  • Goal setting and action plans for businesses and entities
  • Coaching on breaking habits towards spending
  • Helping couples and entities on merging assets and values
  • Business plan development, goal monitoring and support.
  • Evaluation of staff and services of a business or entity for effectiveness
  • Building belief based family giving and charitable wealth distribution
  • Accountability on goals and target finish dates

Consulting focuses on the present and coaching focuses on the future, the initial session will help identify each of these aspects and provide you a personalized roadmap for you to follow and be coached on

Initial 20 min consultation is free and will be followed by an offer letter detailing the work to be done and anticipated cost.  Click the link below to schedule a call.

Schedule a Call