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Did You Know? (America’s Financial Health)

After just one session, you’ll feel more freedom in your faith, your family, and your finances.

 

Conversations For Every Stage of Life

  • Perhaps the thought of your past and/or present financial decisions has you overwhelmed and not sure where to start. Perhaps you need some help to organize your thoughts and your plans. Coaching with Zimmerman’s Lifeline is a judgement free zone offering the hope you need. You pick the starting point and we guide you towards progress from there.

  • That’s correct, every financial plan expects an emergency. Do you have an emergency fund in place? How much money do you need set aside so you aren’t in a panic with the emergency arrives? Do you need help creating a plan today so you won’t need a debt plan tomorrow?

  • Whether it’s credit card debt, a student or car loan, or collections, you’ll learn how to destroy debt for good! Do you need help with a plan that will last?

  • If thought of a budget makes you shudder, I have great news for you: YOU ARE NORMAL! A properly built budget with your dreams and goals built in, will provide you with the freedom you need to win with your finances day-to-day. Do you need help getting started?

  • The best gifts are planned. Your cash flow plan should reflect the charities or causes you care about the most. Do you need help prioritizing the list?

  • On average, Americans will spend 50% -60% of their time at home. The home is where life is lived and memories are made. The home is also where we learn how to live with others with different mindsets than our own.

    Do you want to avoid the trap of being house rich, but cash poor? Are you unclear about what roll insurance plays? Do you need help discovering how to improve your Family’s School of Finance for the next generation?

  • Pre-marital preventative maintenance. Whether you recently exchanged your vows or recently got engaged, your Family School of Finance and the lessons you learned will be showcased.

    Are you and your spouse (to-be) ready for the inevitable friction that money can produce? Do you need help to pursue unity with a mindset to win?

  • College gets more expensive every year. Your kids need your help to guide them towards a life of freedom not the hopelessness of borrowing from their future potential. Do you have the tools to navigate the financial world of post-secondary education? Do you need help to find the right solution for your specific education plan?

  • Retirement may seem a long way off for you or it might be staring you right in the face., Retirement from our full-time career will invite new opportunities and new challenges. Are you prepared? Either way, it is never too soon or late to plan for the retirement of your dreams. Do you need help getting your plans to reflect your dreams?

  • Nobody really wants to talk about it, but the reality is that 100% of us will ultimately face our own mortality. A well-organized estate is one of the most thoughtful gifts you can leave your family. Have you spent time considering the financial legacy you will leave behind? Have you set your affairs in order so that your next of kin will be able to primarily focus on the celebration of your life? If not, don’t let another day pass you by. Do you need help discovering what is most important to you?

 

 

How Does It Work?

Schedule Your Consultation


This no obligation conversation is your opportunity to unpack your goals and determine if coaching is a good fit for you.


Create Your Plan For Success


After identifying your obstacles and biggest needs, we develop a tailored plan for your success.


Achieve your Goals Together


Goals are achieved by disciplined execution. Execution is enhanced by the guidance of your coach.


What Do Clients Have To Say?