Ready to take control of your money?

Discover a simple approach to your finances—learn how to eliminate debt, take control of your money, and build a future of financial freedom.

Your Roadmap to Financial Success

Our Money Made Simple coaching program is built around a simple, proven framework that empowers you to take control of your finances. With our 3-step approach, you’ll build a solid financial foundation, optimize for growth, and create a future of stress-free financial security.

Build Your Foundation

Gain full clarity on your finances to create an effective budget, eliminate high-interest debt, and build your cash savings.

Optimize For Growth

Put your money to work for you by increasing retirement contributions, ramping up your savings, and optimizing your financial strategy.

Plan For The Future

Look ahead with confidence in reaching your financial goals—be it large purchases, unforgettable experiences or other long-term plans.

Everything Included in Money Made Simple

  • 1-on-1 Financial Coaching Calls

    • Get clear on your finances, build an effective budget, develop a debt payoff strategy, and learn how to invest for the future

  • Expert-led Educational Modules

    • Immediate access to a growing library of financial education content

  • Weekly Accountability Check-ins

    • Check-in about your progress on a weekly basis to discuss potential roadblocks and pain points

  • Downloadable Financial Tools

    • Instant access to the Yearly Budget Dashboard & expense Tracker and the Debt Optimizer financial tools

  • Lifetime Access to all Content Materials

Our Success Stories

“Since working with Nick, I’ve gained the financial literacy to know what my money CAN buy me by working closely with the budget we created. He guided me through ways to build an emergency fund which I never had a concept of, and has given me a clearer picture of financial goals I can attain. I'm so grateful to be learning from him!”

Leslie G.

Prior to working with Nick I didn’t have a clear plan with my finances. I would save here and there because I know I needed to but I didn’t have a big picture. It all made me feel like I didn’t have control over my money. Now, I not only have a clear vision of what to do with my finances, but I have a much better relationship with how I handle my money.”

Alyssa L.

“Before Nick, I’d swipe my credit card, eat out, and mindlessly spend on things I didn’t need. I didn’t have a clear plan for my future. He’s helped me establish a sound financial strategy and given me the confidence to know where my money is going. He’s not only clear on what steps to take next but also realistic about the approach.

Chad R.

Build it

Grow it

Dream it

Build it • Grow it • Dream it •

Ready to take control of your money?

 FAQs

  • Everyone can benefit from working with a financial coach. Having greater clarity and confidence in your personal finances will lay the foundation to reach your goals.

  • Not at all. In fact, most of the people who I work with start with some form of debt. Together we’ll create a plan to eliminate your debt and build wealth through better financial habits.

  • Financial coaching is meant to improve your situation, not make it worse. Together we’ll develop the right money habits to build a strong financial foundation. Ask yourself, How long can I afford not to get help?

  • A true willingness to improve your current financial situation. Beyond that, I’ll guide you through every step of the process. It will be important to think about your goals prior to our first session.

  • No. As a financial coach, I focus on your education, growth, and decision making surrounding your personal finances. We do not provide investing advice.

  • Yes! In fact, married couples are encouraged to participate in financial coaching sessions together. Non-married couples are encouraged to work on their personal finances in separate sessions.