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Coaching Services

Put the power of Conscious Finance to work in your life. Whether you are just thinking about making some changes in your financial life or have already begun the journey toward financial peace and prosperity, we have the dedication, expertise and resources necessary to help you move toward success.

When you partner with us as your financial coach, or participate in one of our scheduled coaching tele-classes, you can accelerate the rewards of living a financially integrated life. Financial integration helps you achieve the fulfillment and prosperity you deserve.

Both Rick and Kathleen are available for coaching sessions, along with our staff of Financial Integration Coaches. Costs range from $150 to $5,000 per month for individual coaching. Tele-classes vary in length and cost. For more information
contact us.

Keynotes, Seminars, and Workshops

Rick and Kathleen are both accomplished and entertaining speakers. They are available for keynote presentations, three-hour seminars, and one-day to five-day workshops for groups, couples or individuals.

Ask us about the following topics, or contact us to design a program tailored to the specific needs of your group.

  • Who Wrote Your Money Scripts?
  • Financial Integration: Connecting Your Past, Present, and Future
  • Is Financial Planning a Thing Of The Past?
  • Creating a Conscious Spending Plan That Works
  • Inherited Money: Burden or Blessing?
  • Conscious Finance for Stepfamilies
  • KISS: Becoming Conscious About Asset Protection
  • Stealth Financial Integration: How to do integrated financial work with unintigrated financial advisors
  • Building an Integrated Financial Planner/Client Relationship
  • The Conscious Path to Freedom from Debt