COUNSELING
CONSULTING
WEBINARS & TRAINING
SKYPE CONSULTINGWhat We Do
We offer a focused neutral holistic approach to financial well-being. Specifically “ponder” your financial situation, “pivot” to explore and change money beliefs and behavior, learn financial fundamentals in a simple to understand way and then make an executable “plan” to a “prosperous” financial well-being, success!
Financial education and counseling that provides peace of mind.
We offer a unique service to provide those who can benefit from a combination of behavioral based counseling and financial education to achieve confident financial well-being for life or We offer a method centered on individual empowerment in the area of money to create the confidence we need to financially take care of ourselves and our families.
Ponder
A non-threatening safe approach to examine your current financial situation, identify your money beliefs and habits in order to change your financial future.
Pivot
It is NEVER too late to make a positive change – no situation is too stark. The key is to pivot now!
Plan
Working with a professional to create your personalized plan will give you peace of mind for very little cost – with lifelong rewards and feelings of security.
Prosper
Prosperity comes when you are able to step into the role of money manager with no fear, shame or guilt.
How We Can Help You
Our service is based on forming a trusted relationship focused on listening and sound financial principles. Our flexible financial planning services accommodates you where you are at both mentally and physically most comfortable.
About Us
My first venture into business was when I was five years old. I charged all the neighborhood kids a dime to watch me do tricks on my bike. Unfortunately that landed me with a concussion and multiple abrasions; however, I did not give any money back! I have an entrepreneurial spirit, from my 10 year old gig to selling candy bars at school for 100% profit, to executive coaching between corporate roles. I have passion and true care about helping individuals in transition. No problem is too big – together we can solve anything. I have great passion to help empower you to claim your successful, confident financial future.
What Our Clients Say
As a college student, I have worked with Beth on money management and creating a reasonable budget to guide me through my weekly and monthly spending. Beth has also taught me the importance of saving and investing at a young age by demonstrating the effect of compounding interest. Her counseling has given me a more futuristic outlook on spending and a direction in which to achieve my financial goals.
Josh Werkmeister
Beth introduced me to the idea of pay yourself first, use cash instead of credit and decide what you want versus what you truly need. I have such a more peaceful financial life, OH AND I am making money in the stock market!
Hannah Carlin
I trust Beth’s advice w/ any and all of my financial needs questions. She is genuinely committed to empowering women and you know that she truly cares about you when you work with her. Her spot on investment knowledge has helped me to secure my retirement dreams. I am so grateful for Beth’s help over the years. She truly is the best!
Lyla Beard
I met Beth and we had an instant connection. I thoroughly look forward to our monthly meetings with her mentoring me due to her high level of professionalism, education, experience, and integrity while being fully approachable and genuine at the same time.
Shelley Anderson
Beth introduced me to a few important financial strategies that changed my life. First you need to pay yourself first by saving for your retirement and it is never too late or early to start saving. The other was the concept of the snowball when paying off your debts. Thanks to her help and encouragement, I am on my way to being debt free and saving for my retirement.
Jim Muehlbauer
Ready to Get Started?
Don’t ignore your financial well-being give the gift of financial confidence the thought, consideration, understanding and planning that it deserves – reach out today.