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Joe & Donna L.

Reorganizing our “financial house” became a very apparent new priority with our children grown, our thoughts toward retirement, and the fact that were entering a new phase of our lives.

Through a referral, we contacted the Financial Coaching Institute. After our initial discussion regarding their comprehensive financial educational program, we were so excited. This was the right course and direction we were seeking to ready us for the future!

Now, as graduates, we exceeded our objectives by implementing all aspects of FCI’s various seminar topics. Through their various strategies, we significantly reduced our debt, increased our savings, learned how to better manage our money and grow our monthly income through investing. Much to the relief of our family, our estate is now thoroughly arranged and long-term care is in place.

For us, the Financial Coaching Institute’s curriculum provided the hands-on approach we required to get our “financial house” in order. Their continued encouragement and follow-up has kept us on task at all times to accomplish our goals. We now have the tools and knowledge to continue making our money work for us while all of our affairs are in place.

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