Conquer Debt. Find Freedom. Leave a Legacy.
At Legacy Financial Coaching, we guide you to take control of your money, break free from financial stress, and build a future that inspires generations to come.
Why Legacy Financial Coaching?
Feeling stuck living paycheck to paycheck or overwhelmed by debt? You’re not alone. Whether you're starting your journey as a couple, climbing out of debt, or looking to secure your financial future, we’re here to help.
As a Certified Dave Ramsey Financial Coach, we provide you With personalized coaching, proven strategies based on Dave Ramsey’s principles, and a supportive community, you’ll finally have the tools
to make your money work for you.
HOw We help
We offer coaching that fits your life stage and financial needs. Whether you're planning your future as a couple, tackling debt, or building lasting wealth, we’ve got you covered.
Here’s a look at our core packages:
Pre-Marital Package
Align your finances before you say, "I do." We help engaged couples start their marriage with clear financial goals and strategies to manage money together.
Newlywed Package
Navigate the first year of marriage with confidence. We address common money issues that newlyweds face and help you build a strong financial foundation to avoid money-related stress and conflict.
Conquer Debt Package
Break free from the cycle of debt with our year-long program. We focus on mindset and lifestyle changes to help you eliminate debt for good. This package includes 18 sessions (6 bi-weekly & 6 monthly) and personalized coaching to keep you on track.
Find Freedom Package
Tired of living paycheck to paycheck, even with a good income? This package is for you. We help you shift your mindset, change your habits, and create a plan to enjoy your money.
Leave A Legacy Package
Already debt-free? It’s time to focus on the future. This
package offers quarterly coaching sessions to ensure you stay on track with
your financial goals, build wealth, and create a lasting legacy.
What Our Clients Are Saying
Discover why our clients trust us with their tax needs year after year. From individuals to businesses, our personalized and professional approach has made a lasting impact. Read their stories and see how Legacy Financial Consulting has helped them navigate the complexities of taxes with ease and confidence. Your success is our success.
Jacob worked with my daughter and son-in-law to get them in a budget routine and a solid plan to get out of debt!
Dan
I got tired of living the paycheck-to-paycheck life. Jacob & Haley showed me how they broke that cycle and I am so glad I called them! Thanks for your help!
Tiffany S.
Finally found someone who could help me get Dave Ramsey's Debt Snowball to work with me and my spouse. Thanks Jacob!
Robert R.
The Founder’s Story
In 2023, my wife, Haley, and I found ourselves preparing for our
first child and decided to take a Financial Peace University class through our
church. We realized that while we had good incomes, we weren’t making the most
of it. Like many, we had experienced lifestyle creep—new cars, home remodels,
furniture purchases—without considering the long-term impact. We lived the
"American Dream," but the reality was a cycle of debt and stress.
We knew things had to change. During the class, it became
clear that financial coaching was not just a need for us but for our community.
We broke the cycle in our own lives, and now we’re passionate about helping
others do the same.
