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"Insanity: doing the same thing over
and over again
and expecting
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Financial Debt Consultation

freedom from debt consultation

Services

Kelly Stratemeyer Financial Coaching offers coaching services that deal with all kinds of circumstances. Our services have proven methods that will result in a better financial lifestyle no matter what kind of situation you are in currently.

Our fee is based on a sliding scale due to each client's situation being unique. We will take into account your current situation and the services that you require of us and design your fee in proportion to the improved outcome we believe you will achieve by applying our counsel. We will provide you with a written quote which will detail the fee plus the services that we will provide for you. Upon receipt of our quote you are under no obligation to engage our services. However we believe that your investment with Kelly Stratemeyer Financial Coaching will be one of the best investments you will ever make because it will directly affect your life for years to come.

Kelly Stratemeyer Financial Services are listed below.

Debt-Free Coaching

This is our most requested financial coaching service. This comprehensive service is designed for those who are "sick and tired" of being broke. You make good money but when you look at what's left at the end of the month you are left wondering where it all went.

If you are in debt, facing a financial hardship, or just need the education to create a budget that works and results in less stress, then this service is for you.

With this service your financial coach will:

  • Help you design a cash-flow plan that will work for your specific circumstances.
  • Develop a debt elimination plan to give you hope. Note: this is NOT debt consolidation. This is DEBT ELIMINATION.
  • Equip you with information on how to deal with any specific needs you may have such as dealing with creditors and collectors, avoiding bankruptcy, etc.
You will receive information from your coach prior to your initial consultation session. This service includes a 2-2 ½ hour initial session with a follow-up 1 hour session within 1-2 months after your initial session. You will also receive six months of unlimited follow-up e-mail and telephone contacts with your coach during the six month period following your initial session.

Strategic Investing and Retirement Coaching

In the Retirement Confidence Survey taken in 2006, when asked how they make their retirement planning decisions, 44% of working Americans say they "guess." According to the United States Census Bureau, 62% of Americans retire on annual incomes of less that $10,000. There is just no excuse for this.

The majority of retirement and investment concerns boil down to the following most common questions:

  • Am I on track to be able to retire with dignity?
  • Are my investments properly diversified?
  • Should I consider investing in a Roth IRA?
  • How can I avoid outliving my money?
This service is for those who have no debt with the exception of their house and need direction to fund their retirement and/or their children's college education.

Your coach will assist you in the following areas:

  • Understanding investing basics and the best college funding strategies that apply to your situation.
  • The importance of establishing and understanding wills and estate planning.
  • Discover how to invest in mutual funds to establish and continue a debt-free lifestyle so you never have to borrow money again for things like replacing a car, purchasing high-end items, etc.
This service includes a 2 hour initial session with six months of unlimited follow-up via phone or e-mail.

Pre-Marital/Newlywed

A new report in Psychology Today finds that conflict over money is the leading cause of divorce in the first five years of marriage. This service is designed to help engaged and newly married couples to get started on the right foot with a sound financial plan. It includes and initial session to review and play your strategy plus unlimited phone and email follow-up for six months.

Small Business Coaching

Small business owners know how important cash-flow is to surviving in a small business. It is the life-blood of the business. No cash-flow, no small business. If you are a small business owner that needs coaching on using a budget that works; debt elimination; hiring and firing employees, etc. then this service is for you.

This service will include an initial 2-3 hour coaching session plus a personal visit from the business coach to the business location. This personal visit will serve as a follow-up. It also includes six months of unlimited phone and email follow-up.

Seminar & Event Speaking

Kelly Stratemeyer is available to speak to businesses, churches, Sunday Schools, civic organizations, etc on the topic of debt, retirement, careers, and other financial topics that affect individuals.

Coaching By The Hour

This service is for people who are completely debt free or who are debt free with the exception of their home and have specific questions that do not require any of our comprehensive services. You will meet with your coach to discuss your specific situation for which you need advise. There is no follow-up with this service.

Legal Disclaimer

Kelly Stratemeyer Financial Coaching is a financial counseling service. The information on this website is designed to provide accurate and authoritative information in regard to the subject matter covered. It is provided with the understanding that the counselor is not engaged to render legal, accounting or other professional advice. Since your situation is fact dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment services.
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