A clear path to eliminate debt, build wealth, and turn money from a source of anxiety into a tool for freedom
Do you feel trapped in a cycle of financial uncertainty? Perhaps you’ve tried various budgeting methods that didn’t stick, or you’ve read countless financial advice articles that left you more confused than when you started.
Doubt about whether financial freedom is actually attainable for them
Frustration over living paycheck to paycheck
Fear about an uncertain financial future
Stress/Anxiety that seeps into their relationships and overall wellbeing
Confusion about where to even begin organizing their finances
Your financial plan should reflect what matters most to you—whether that’s family security, personal freedom, or making a difference in the world.
You don’t have to figure this out alone. Get personalized coaching that meets you where you are and helps you build sustainable financial habits.
For 30 years, I helped people navigate life’s biggest challenges as a pastor. In those conversations, I noticed something unexpected:
The issue causing the most daily stress wasn’t what you might think—it was money.
Not because people were irresponsible, but because good, hardworking individuals had never been taught how to create financial systems that actually worked for their real lives.
That’s when I realized my calling had evolved: to help people find the same peace with their finances that they seek in other areas of life.
Whether you approach life from a faith perspective, secular values, or something in between—everyone deserves to feel confident and calm about money.
30 years as a Pastor developing expertise in guiding people
Proven track record guiding clients from chaos to control
Client Transformations
We had gotten out of consumer debt before, but wandered our way back in. We knew we needed help this time around, so we could get out of debt and stay out of debt. Robert helped us see our income in a new light. Through biblical guidance, he gave us tools, not only to manage finances, but to communicate through difficult conversations. From managing job changes, auto accidents, and even family issues, there’s no problem Robert can’t help with. We are very thankful for Robert’s help in paying off a total of $81K, saving an emergency fund, and saving for a house. Praise God, our family tree has been changed!
Jamie and Allyssa
Roberts helped us stop fighting about money and start working together. His approach respects both our different styles and our shared goals.
David & Sarah
Marketing Manager & Teacher
I appreciated that Roberts didn’t assume anything about my beliefs or lifestyle. He just focused on helping me get organized and feel confident about money.
Marcus T.
Software Engineer
Financial peace isn’t about having perfect numbers. It’s about having clarity, confidence, and a plan that honors what matters most to you.
Every plan is unique.
Your financial strategy should reflect your specific situation, goals, and values—not some one-size-fits-all approach.
Calm over chaos.
Money should enhance your life, not stress it out. We prioritize approaches that bring peace of mind.
Systems over willpower.
We focus on creating simple systems that work automatically, so you don’t have to rely on perfect behavior every day.
Imagine waking up without the weight of financial worry. Your debt is steadily decreasing or completely eliminated.
Financial conversations with your partner have transformed from arguments to collaborative planning sessions. Retirement is no longer a distant worry but an exciting chapter you’re actively preparing for.
Most importantly, you’ve reclaimed the mental and emotional energy previously consumed by financial stress. You’re present with your family, focused at work, and confident in your future—all because you took control of your financial story.
Without change, the gap between your income and financial peace will continue to widen. The credit card debt that feels manageable today becomes overwhelming tomorrow. The retirement you haven’t planned for arrives regardless of your preparation.
The stress you feel checking your bank account today transforms into deeper anxiety as opportunities pass and options narrow. Financial tensions in your relationships intensify rather than resolve.
Most costly of all: you continue living with the nagging knowledge that your financial reality doesn’t match your potential—that despite your professional success, you never developed the financial skills to truly enjoy the fruits of your labor.
Your initial consultation is about understanding where you are and where you want to go. We’ll discuss your current financial situation, identify your primary challenges, explore your goals, and outline what our coaching relationship might look like. This session is also an opportunity for you to ask questions and determine if coaching is right for you.
For everyone, my approach goes beyond spreadsheets to address the emotional and spiritual dimensions of money management. I integrate practical financial principles with compassionate guidance that aligns your finances with your core values and life purpose, whether you’re managing resources individually or as part of a relationship.
For couples with differing financial perspectives, I provide communication strategies to find common ground. For singles, I offer clarity on personal financial values without the complexity of partner dynamics.
My coaching approach addresses three core areas that work together to create lasting financial transformation.
These three areas work together to deliver meaningful results: financial freedom, relational peace, freedom from financial anxiety, peace of mind, and confidence in your financial future.
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