Learn More About David's Services
Values-Based Budgeting Program | Financial Coaching
Values-Based Budgeting Program
For Individuals
Do you need help with budgeting or saving money but don't think you can afford to hire a financial adviser? That's always been the "catch 22" in financial planning. When you need help with budgeting and saving money, you can't afford it. When you can afford it, you don't need it. David's Values-Based Budgeting Program is different.
Click "Schedule A Free Budgeting Consultation" to get help with budgeting and saving money:
Schedule A Free Budgeting Consultation
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1 Hour Financial Coaching Session - $130
For Businesses
Get help clarifying your corporate vision with a rational and principled approach to purpose and goal-setting. Smooth out income to lower corporate taxes now. Reduce or eliminate corporate income taxes in the future. Simplify retirement plans and benefit packages. Learn how to apply The Banking Concept to recover interest expense, lower insurance premiums, and recover the full value of corporate taxes that are paid. Discuss financial challenges you're having in your business.
For Individuals
Get help with purpose and goal setting that is relevant and meaningful to your life. Simplify your financial plan and maximize future income. Add 4 to 6 percent to any investment, guaranteed. Consolidate and preserve the value of your savings. Reduce or eliminate future tax on income and savings. Recapture interest expense from loans, reduce insurance expenses, and recover the value of taxes paid every year. Discuss personal financial challenges you're having.
Click "Buy Now" to pay for a session with David. After your payment has been received, you will immediately be forwarded to David's calender so that you can schedule your coaching session with him: