“Goals are Dreams with Deadlines”. Most of us understand the benefits of setting S.M.A.R.T. goals for numerous reasons, especially for our business growth or career advancement. But, we don’t often set S.M.A.R.T. goals for our financial health. Or, we set them but don’t reach them for various reasons. (S.M.A.R.T. - specific, measurable, achievable, realistic and time-based). I prefer to work with my clients as a Financial Coach to assist them in reaching the level of Financial Health that they desire for themselves, their business and for their family. When time is spent becoming financially healthy, starting right where you are, the next step to plan for your financial future and a dynamic retirement becomes clearer process. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Providing Financial Coaching+, Retirement Planning, Creating Lifetime Income, Realistic Budgeting and Business Succession Planning
I’m passionate about working with business executives, entrepreneurs and individuals get past setting their goals to reaching them. Business plans and Sales strategies are great...but with out ACTION and ACCOUNTABILITY, wealth will not be achieved! I use proven coaching and financial education strategies designed to meet you right where you are. I am your Certified Financial Education Instructor, Certified Coach, Trainer, Speaker and Teacher with the John Maxwell Team and Licensed Insurance Advisor.
(Currently coaching both Profit and Non-Profit organizations)
Outside of being with my family and working in ministry, I have a great passion for Financial Literacy , Financial Stability, Financial Health, Servant Leadership and Business Success training. Often times, the Boss needs a Boss and the Coach needs a Coach. Married over 20 years with 3 dynamic children and 3 grand children! I enjoy serving on multiple boards in my community, teaching young adult Sunday School and helping others build their businesses! #CoachRicketts