Financial Guidance that Accelerates Success

For Small Business Owners & Entrepreneurs

Looking to take control of your money? Our financial coaching program will help to simplify your money life and accelerate achieving your goals.

Financial Coaching For Small Business Owners

One-on-one Financial Coaching

Personal Wealth and Growth

One-on-One Financial Coaching

We help small business owners become better versions of themselves, operate more efficiently, break free from financial burdens, and realize company and individual growth aspirations.

Small group Financial Coaching

Group Coaching

Financial Freedom Master Class

Not ready for personalized one-on-one coaching?  That’s okay.  We offer an interactive LIVE 6-week Financial Freedom Master Class delivered via webinar that covers 6 key areas of financial success!

Access to your Financial Coach


Access to Vetted Financial Experts

Sometimes success really is about who you know. We connect you to the financial specialists you need to reduce your taxes, protect your growing wealth, and realize the dreams you used to consider out of reach.


What Others Are Saying thumbnail from YouTube testimonial


Dr. Chris Hill

“We were able to invest over six figures and different avenues that we really didn’t think we would able to.”

Here’s your O.S.O.M. Financial Road Map in 4 Steps

Paper document icon

Step 1


Getting organized is your first step to eliminating limiting beliefs/behaviors and feeling empowered and confident in your financial decisions.

Cogs icon

Step 2


Having a system for managing the flow of money automates wealth creation and helps you build financial freedom.

Money icon

Step 3


We want to eliminate what’s not working, fill gaps in knowledge, add key professionals to the financial team, and utilize financial products.

Financial progress icon

Step 4


Now you get to discover and practice the SKILL of becoming a well-educated investor! Learning how to turn your surplus cash into more cash flow!

Wade Reed has been a joy to work with over the last year, and we are just getting started! We have not only paid off over $100K in debt from our business over this past year, but more importantly, Wade has taught us key financial principles to become better stewards with our money and our investments.

We are thrilled to have Wade at the top of our financial team as we pursue new and innovative financial and investment strategies for our business and personal life. Wade is a rockstar wealth strategist and money coach. He teaches you how to be smarter with your money so that you can have control and be in the driver's seat.

Kyle and Rachel Trontvet

The coaching sessions with Garrick were phenominal! It was an eye-opening and enlightening experience in terms of the information he provided. As a student focused on economics and investments, Garrick refined my knowledge base and enhanced my command of the subjects...and then some. His depth and breadth of knowledge on financial-related subjects validated his mastery of the curriculum material.

Garrick is a facilitator; he brings ideas together. He is going to give you the tools to create your own action plan. It's up to you to take action. He will guide you on  the path to financial efficiency.

Michael Starr

Logan has pushed our thinking and emotional ties with money. He has made it a priority to make us work together as a team, and he has made us so excited for the future and what's to come! We literally look forward to getting on calls with him, and he's been such a blessing in our lives.

CJ and Nicole Castellano

Frequently Asked Questions

What is Financial Coaching?

A financial coach is like a personal trainer for your financial life. We help you discover the rules for success and guide you through the steps needed for building financial “muscle.” We encourage, support and inspire you to be your best financial self so that you can be free of the worry and stress that so often surrounds money matters. We help you live the life you really want to live.

How Do I Know if Financial Coaching Is Right for Me?

If you’re tired of being held back by money, if it feels like money problems are frequently impacting your life in a negative way, if you’re worried about paying off debt and preparing for retirement, or if you’re simply not reaching the financial goals you would like to reach, financial coaching can help lift you out of your current circumstances and enable you to build the wealth you desire.

Who Do You Work With?

We typically work with small business owners that have been in business for 3 or more years . This allows our clients to have the stability and surplus cash flow they need to take full advantage of our services.

Do You Offer Ongoing Coaching Services?

After your initial coaching program ends, you can choose to pay an ongoing monthly fee for unlimited personalized, one-on-one coaching support. This service includes help with goal setting and accountability as well as specific guidance on financial challenges and opportunities like major purchases, retirement, wealth building, and more.

Skip to content