What is Financial Coaching?

Financial Coaching is an interactive process that helps individuals and organizations to develop more rapidly and produce more satisfying results. Financial Coaching is about teaching. Our job is not complete until you fully understand your situation and the direction in which you need to work in order to meet your goals.

Unlike Financial Advisers, we do not sell investments, insurance or other financial products. We provide objective advice and the tools to achieve financial success. Many times our clients see a return on their initial investment in the first two to three months. If you apply the principals we teach you will reach your goals and be amazed how quickly you can become debt free.

Immediate Benefits of Financial Coaching

  • Develop a spending plan that will give you peace of mind that you know where your money is going.
  • Get out of debt (everything but your home) in just 24 months or less - without buying insurance, investments or computer software!
  • Develop a plan for your income each month (most people don't have a plan for their most powerful wealth-building tool).
  • Our team will help you determine your insurance needs: home owners, auto, life, disability, health, etc.
  • Develop a plan where your mortgage payment does not run your life. We will assess your situation and develop a plan with you based on your specific needs.
  • Prepare a path to your next home without financial stress
  • Develop a retirement plan so you can retire comfortably. You will receive retirement projections based on your goals for the future, developed with our help.
  • Develop a plan to achieve financial peace!


1166 Hale Road | Wilmington, OH 45177 | 937.383.4000 | gregg@mcguirecoaching.com | Financial Services Unlimited, Inc.

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