- Dave Ramsey Certified Financial Coach* -

You Can Have Financial Peace. We Can Help.



*Although certified by the Dave Ramsey organization, Brandon is an Independent Coach and not employed by the Dave Ramsey Organization

3 Easy Steps To Financial Coaching

1
2
3
Assessment of Your Finances

Detailed assessment of your financial history and current financial wellness.

Developing a Plan For Improvement

You'll follow the "Baby Steps" and I'll guide you.

Implementation and Fine Tuning

I'll be here to answer any questions you have and to help you keep moving forward.

Our Services

Financial Assessment

Together we will do a detailed assessment of your financial history and current financial wellness.

Budget Creation

Brandon's unique approach to budgeting will make it easy for you to create a budget that's right for you.

Budget Implementation

Brandon will help you implement a practical budget you can actually follow.

Debt Reduction Plan

Get out of debt and Stay out!  You can do it and I will help you meet this DEBT FREEDOM goal.

Baby Step Plan

The Baby Steps are a tried and true method for Financial Peace.  I will walk with you.

Emergency Fund Plan

Baby Step 3 is where Financial Peace really takes off.  I will help you get there.

Pricing

Prices for Individual or Couples Financial Coaching

Click any text to edit or style it. Click blue  These options are for you if you want to have a more personalized approach as an individual or couple    'Gear' icon in the top right corner to hide/show buttons, text, title and change the block background. Click red '+' in the bottom right corner to add a new block. Use the top left menu to create new pages, sites and add extensions.

"We're Just Starting"
Package

$1,250  
per 6 Month Commitment
  • For folks who are just starting out on Baby Step 1 or 2, and/or your goal is to get your emergency fund set up, start paying off debt and/or you need to get on a good budget.
  • FREE 90 Min First Session*
  • One 30-60 Min Accountability Check-In Months 2-6
  • Unlimited Email/Text Messaging for Questions and Guidance**
  • Free Access to the Group Coaching Platform
  • Free Copy of Dave Ramsey Book - Your Choice

"Refine or Realign"
Package

$950  
per 3 Month Commitment
  • For folks Baby Step 1, 2 or 3 and you've tried this process before but fell off track or need to refine your process or get back on track.  Let us help you get back on track.
  • 90 Min First Session*
  • One 30-60 Min Accountability Check-In Months 2 & 3
  • Unlimited Email/Text Messaging for Questions and Guidance**
  • Free Copy of Dave Ramsey Book - Your Choice

"Keep Momentum"
Package

$750  
per 3 Month Commitment
  • For folks on Baby Step 1, 2, 3 or 4. You've done well so far but are looking for accountability and support to keep your momentum going.  Let us support you.  
  • 90 Min First Session*
  • One 30-60 Min Accountability Check-In Months 2 & 3
  • Unlimited Email/Text Messaging for Questions and Guidance**
  • Free Copy of Dave Ramsey Book - Your Choice

"General Support"
Package

$250  
Monthly Support as Needed
  • For folks on Baby Step 4, 5 or 6 and you're looking for accountability and support as you navigate the higher baby steps, pay off your mortgage and head towards Baby Step 7
  • 90 Min First Session*
  • One 30-60 Min Accountability Check-In Each Month
  • Unlimited Email/Text Messaging for Questions and Guidance**
  • Free Copy of Dave Ramsey Book - Your Choice

*Initial session then follow up in months 3, 4, 5 and 6 (you'll be challenged to take the first 2-3 months to practice managing your budget.
**You'll have unlimited access to the messaging feature to share struggles and ask questions. Your coach won't be able to respond every day, but will respond as often as possible.

Prefer a More Affordable Solution?
Consider Group Coaching?
Group coaching is a way that you can get Financial Coaching AND Peer Support at the same time.  Your Certified Dave Ramsey Coach will be leading, teaching, answering questions and guiding the group along the way.  Come a learn and grow with our family of folks who all have the same goal... to find Financial Peace the Dave Ramsey way.  Don't try to navigate this alone.  Click the arrow to learn more.

Choose Your Plan

Choose the plan that suits you best
Group Coaching
Monthly
For best results, plan on a 12 Month Commitment but you can Cancel Anytime

$

29

PER MONTH

This package is for you if you're just starting out, you're on Baby Step 1 or 2, and/or your goal is to get your emergency fund set up, start paying off debt and/or you need to get on a good budget.

Free Evaluation/Strategy Session

Unlimited Group Coaching Platform Access

Q&A Sessions/Recording Access

30 Day Money Back Guarantee

No Long Term Commitments

Cancel Anytime

Group Coaching
Yearly
For best results, plan on a 12 Month Commitment but you can Cancel Anytime

$

319

PER YEAR (1 MONTH FREE)

This package is for you if you're just starting out, you're on Baby Step 1 or 2, and/or your goal is to get your emergency fund set up, start paying off debt and/or you need to get on a good budget.

Free Evaluation/Strategy Session

Unlimited Group Coaching Platform Access

Q&A Sessions/Recording Access

30 Day Money Back Guarantee

12 Month Commitment

Cancel Before Billing Cycle Ends

Part of your coaching plan will be to get rid of Credit Cards.  We encourage the use of Debit Cards instead.

  • Visa
  • Master Card
  • American Express
  • Pay Pal
  • Discover
  • Stripe

Questions, Comments, Testimonial?

Contact Us

Fill out the form below and we'll get back to you as soon as we can.  Please allow up to 2 business days for a reply.  If you don't hear back from us after 2 business days, please check your SPAM or Junk folder.

  1. Office: Jordan Professional Building
  2. Address: 101 Jordan Dr.
  3. City: Chattanooga, TN  37421
  4. Phone: (610) 961-7787
  5. Email: brandon@serenitasfinancial.com

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