Our Coaching Services

At Financially Independent Teachers, we offer a variety of financial coaching services. Designed for those working on budgeting, struggling with debt, or simply wanting to build a stronger financial foundation; FIT Financial Coaching offers clients clarity and accountability to build a better future.  Coaching covers the foundational aspects of money management relating to budgeting, debt, and saving for major goals. Dave and Brandon will with overcoming barriers to achieving your financial goals and a plan to work toward financial independence.  

 

Select Your Meeting!

 1. Find Your Freedom Meeting ($200) our most in depth coaching session. Together, we will put all of your finances in one place via the FIT FINANCIAL DASHBOARD. Net worth, budgeting, retirement, and much more! 

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2. NC Retirement Consultation ($60)- If you are looking for a consultation that focuses strictly on your North Carolina retirement projected pension numbers, annual leave, sick leave and projected monthly social security numbers, this meeting is for you! We will review your personal situation in Orbit and review your options for staying or going! 

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3. Monthly Coaching Meetings ($100-$125)-If you are wanting an accountability partner to help you on your journey, monthly coaching allots for two meetings (Zoom) per month. 

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WHAT CAN I EXPECT  DURING MONTHLY FIT FINANCIAL COACHING? 

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HELP BUILDING & STICKING TO A BUDGET

Your budget should be a living document which helps you prioritize your spending according to the life you want to build — both now & in your future. The focus is on shifting your spending toward your priorities with no judgements about your past spending.

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ASSISTANCE MANAGING DEBT & IMPROVING YOUR CREDIT SCORE

Debt can be a tool to help you build long-term wealth or a devastating force in your life, draining you of financial resources and causing stress between spouses and family members. 

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PSYCHOLOGY OF MONEY 

There is a reason experts say "personal finance" is personal.  We all have different money personalities and it is imperative that you know yours.  Knowing if you are a spender, saver, investor, or giver is critical to financial independence.  This is especially important if you are married as opposites often attract. 

 

MENTORING ON ADVANCING YOUR CAREER AND GROWING INCOME

As middle income earners, it is difficult to budget our way to wealth. Good guidance is key to improving your income; whether you need help with brainstorming potential side hustle ideas, creating a plan for personal development toward advancement, or just figuring out how to maximize opportunities at your current job, we are here! 

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REVERSE ENGINEER YOUR CAREEER

Habit #2 of Stephen Covey's Habits of Highly Effective People is to "Begin with the end in mind".  Too often, teachers do not know how their pension and benefits work in the here and now, let alone in retirement.  Begin your journey toward retirement with an initial plan for achieving the retirement you always wanted. You’ll receive analysis and recommendations on an optimal savings rate, projections for Social Security/Pension, and a target goal for your retirement balance combined with a plan to get there.*

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