Why US?
Customized Approach
Our mission is to partner with you to provide personalized coaching to help achieve your goals whether it’s determining spending power, investing, or planning for retirement.
Let us partner with you on your journey to financial confidence and success. We meet you where you are today and hear where you want to go tomorrow. With customize strategies, we put together a plan to match your strengths to ensure progress.
Money
Management
Navigating
Divorce
Building Financial Freedom
Home
Purchase
Retirement
Education
Bereavement
Finances
Credit
Monitoring
Debt
Reduction
About Us / Our Story
Keri Koons
My passion is helping people achieve their financial freedoms. I’ve experienced financial loss, change in life situations, and daily demand of money. I’ve come through it. If your goal is to no longer be in credit card debt, get your kids off the bus, live at the beach, travel year-round, and/or own lots of rental properties, my goal is to help you achieve that freedom. Let’s empower you to make those dreams a reality.
Step 1
Introductory Call- See if we are a good fit
Step 2
Pick the Package that fits your needs
Step 3
Once we determine your goals, we will start your journey