Go from feeling lost in the woods to confidently navigating to freedom in your personal finances.
As a young professional starting out, figuring out your money can feel a little like trying to make your way through the mountains - but you don’t have a compass… or a map… or really any of the tools that would make this a whole lot easier.
It’s easy to feel…
Frustrated at your lack of progress, even though you make good income
Frozen by uncertainty about what to do next
Unsure if you are currently on track to create financial security in your life
Stuck at a job that is not fulfilling
Let’s face it
Enter your guide
A coach acts as your guide on this journey - starting right where you are, and equipping you with the skills, knowledge and habits you’ll need for success.
What if you could…
Visualize where your money is going
Become debt free in half the time
Achieve Financial Independence
Comfortably afford that new home
Negotiate your salary with confidence
Spend money on a vacation worry-free
Give generously
You created a plan with your coach, and are now living it out. Your coach is at your side providing encouragement and accountability.
You’re not lost in the woods anymore.
Instead you feel peaceful, confident, and in control.
Picture yourself hiking through those mountains. It’s takes effort and your heart is pounding, but it’s also refreshing and rewarding. Suddenly you reach a clearing. Pausing to take in the stunning view, you realize just how far you’ve come. You take a deep breath of the cool mountain air.
It’s your first taste of Wild Freedom.
Blaze your path
Ready to start your journey?
We will talk through your your biggest money goals and pain points, answer any questions you have and talk through options for next steps in your financial journey in a judgement-free environment.
This is a virtual meeting (unless you are local to Midland, MI and would prefer in person!).
#freedom
What will your journey look like?
The Guidance You’ll Have
We’ll meet regularly for 1:1 coaching sessions as we work through a roadmap tailored to your specific situation, plugging in the most useful tools, calculators and insights along the way.
During coaching sessions we will review your progress so we can celebrate wins but also inject encouragement, hope and advice where things didn’t go so well. Then we will cover new content for whatever skill/habit is needed for the next part of your journey.
After each session, you can expect to walk away with a few specific action steps. That way you know exactly what you need to do to make progress that month.
Much of the hard work happens between sessions, which is why I am available to you for questions whenever you have them.
The Steps You’ll Take
1) Vision cast
What would you love to be true about your life and financial situation? Your coach will help you process this and set goals based on what you value.
2) Take some inventory
Review your current financial situation, including income, assets and debts… but also considering how you feel about money and what your current mindsets and habits are. It’s a judgement-free zone, but we have to be honest with ourselves as we start the journey!
3) Make a plan
We will chart a course that includes which skills and habits you’ll need to reach Financial Independence (FI) and other goals that are meaningful to you.
4) Implement the plan
Your coach will walk you through each step of your journey, providing guidance such as the most efficient way to learn a new skill, or the best digital tool to use for a certain calculation. You’ll see progress in the numbers, but you’ll feel it in your sense of confidence.
The Skills You’ll Learn
Each journey is unique. We’ll cover what is relevant to you.
Cash Flow Planning
Ever wish you had a simple way to see where all your money goes each month? You’ll learn how to set up an easy-to-maintain view of your monthly spending.
Tackling Your Debt
We’ll analyze all of your debts and put together a strategy to help you become debt free faster than you thought possible. Student Loans? Auto Loans? Credit Cards? We’ll tackle it all, while helping you better understand and improve your credit score.
Negotiation
Salary? Internet Bill? New Mattress? I’ve got you covered - even if you’ve never negotiated anything in your life. I’ll teach you the key skills you need so you can walk into those conversations with confidence and take advantage of these HUGE financial opportunities to raise your income and lower your expenses.
Navigating Life Events
Preparing to buy your first house? First baby on the way? Want to launch a business or side hustle? These are exciting things, but can bring unknowns that create anxiety. (How should I figure out how much to spend on a house? How should I financially prepare to start a business?) Plus, making a mistake can be very expensive. You’ll get the practical wisdom you need to fearlessly navigate each of these.
Building Your Savings
How much should I have in an Emergency Fund? How much do I need to save each month to be on track? What sort of short, medium and long term things should I be saving up for? Learn my system for how to allocate your money effectively and you’ll be a pro at all of this and more.
Healthy View of Money
Gain a better understanding of your own relationship with money and how to improve communication about money with your spouse/fiance.
What People Are Saying
“I never knew finance could be fun! Jake makes our coaching session engaging and thought provoking. He is on your team and wants to set you up for success. Jake makes celebrating milestones significant which makes you feel like you can keep doing more! Because of setting a monthly plan and action steps, I was able to pay off my car!”
-Emily
“Coaching inspired us to be intentional with our money. Jake taught us how to spend, classify and save our money so it will be enough for present, future and emergencies or unexpected situations.”
-Ashley + Yan
“I have, through accountability, started to form habits that will be super beneficial… I feel like I am building skills that will be useful to me for the rest of my life.”
-Abby
#wildfreedom #hope #intentional #equipped #confident #financialfreedom #generosity #debtfree #peace
#wildfreedom #hope #intentional #equipped #confident #financialfreedom #generosity #debtfree #peace
“I did not have much of a plan for my finances post-graduating. After several meetings with Jake, I feel more prepared to kickstart my career with a financial plan in place.”
-Joey
“Feeling hopeful and empowered! We are feeling way more in control of our family’s finances and practicing being in charge of where our money goes rather than just letting our finances happen to us.
Jake obviously cares about the clients he works with and takes the extra time to truly get to know them and genuinely be interested in what/how they are doing."
-Pat + Shannon
“Coaching has helped us feel optimistic about reaching financial freedom and confident about our future in the aspect of finances”
-Alex + Tabitha
Want to chat?
Have questions?
Meet Jake
My wife and I paid off $100k+ in student loans in under 2.5 years - I’m a big fan of vision casting and rethinking what is possible.
BA in Business and a Certificate in Financial Coaching. I’ve studied accounting, finance, analytics and psychology so I can bring you the key concepts you need to know.
Over a decade of negotiation experience, from multi-million dollar corporate deals, to helping clients land huge raises to convincing my wife we should watch Star Wars for date night (impressive, I know).
Hundreds of hours of experience and training in 1:1 mentoring/coaching. I love helping others reach their potential.
Michigan native - currently located in Midland, MI. I coach clients from all over the USA.
When I’m not coaching, I love to spend time outside, studying the Bible, doing DIY projects and throwing down on the volleyball court.