About Us

I support people 50+, nearing retirement to create a legacy and live debt free their best retirement life. Many of my potential clients are anxious and depressed because they have worked hard all their lives but have little to show for it. They fear they will have to work until the day they die. I won't let that happen to my clients because financial coaching is not about me. It never was and never will be.

How We Got Started

I transformed my financial management over 13 years ago when my household income suddenly diminished by half with the same debts of near $87K. I became debt free in less than a year. I found the Dave Ramsey Solutions Master Class and Boot camp at the end of 2021, launched my Financial Coaching business in 2022, conducted 5 Financial Peace University (FPU) in person classes and several virtual FPU classes. Recently, I co-authored a book that will help many retain their hard earned income. From financial literacy to legacy planning, we help clients protect what matters most, whether that is their peace of mind, their assets or their future.

Products & Services
We offer savings strategies sessions in Derby and on virtual via zoom.
I do one on one coaching  and tailor the budget with my clients based upon their needs and inputs.  If there is a company or group of people, I am ...
We provide debt management counseling in Derby.
Recommendations Given (27)
"Frank gives full explanations about his retirement planning and what to expect."
"I had a great conversation with Linda Grace Farley from St. John, Florida. She is a certified..." Read more "I had a great conversation with Linda Grace Farley from St. John, Florida. She is a certified elite mentorship forum trainer, conversational Intelligence (C=-IQ) Coach, and end of life /doula. She can transform your coaching and your business."

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!