Personalized Financial Coaching Designed Exclusively for Pastors

Get the implementation guidance you need to master your unique financial situation—without the overwhelm of trying to figure it out alone.

Feeling lost financially?

You didn't go into ministry to become a part-time accountant, tax strategist, and financial planner. Yet here you are, navigating housing allowances, SECA taxes, and retirement planning with virtually no guidance designed for your unique situation.

That's where we come in. Our individual coaching programs provide the personalized guidance, practical tools, and accountability you need to transform your financial reality—so you can focus on what God has called you to do.

Why Generic Financial Advice Doesn't Work for Pastors

Pastors face financial complexities that no other profession deals with:

  • You're both employee AND self-employed for tax purposes

  • Housing allowances require careful optimization and documentation

  • Retirement planning involves denominational pensions, Social Security, and personal savings

  • Tax strategies that work for others often don't apply to your situation?

  • Most financial advisors don't understand ministerial compensation

The Result?

You're left trying to piece together advice from multiple sources, none of which fully understand your unique circumstances. Meanwhile, financial stress continues to mount, affecting both your family and your ministry effectiveness.

Three Ways to Get the Financial Guidance You Need

Quick Start Session - $550

Single 75-minute intensive session
Perfect for: Pastors who need clarity on their biggest financial opportunities

What You'll Get:

  • Complete financial situation assessment using professional AssetMap visualization

  • Housing allowance optimization review with immediate implementation steps

  • Priority identification for your next 90 days

  • Professional referral guidance for ongoing needs

  • Personalized action plan you can execute immediately

Includes: Session recording, AssetMap visual, and follow-up resources
Goal: Walk away with clarity and confidence about your next financial steps

Intensive Coaching - $2,750

Six 75-minute sessions over 3 months
Perfect for: Pastors ready for comprehensive financial transformation

What You'll Accomplish:

  • Sessions 1-2: Foundation and Assessment

    • Complete financial assessment and goal setting

    • Housing allowance optimization and tax strategy review

    • Emergency fund and insurance planning

  • Sessions 3-4: Systems and Implementation

    • Automation setup for savings and giving

    • Retirement account optimization

    • Debt elimination strategy

    • Professional team identification

  • Sessions 5-6: Advanced Strategies and Mastery

    • Advanced tax minimization techniques

    • Estate planning coordination

    • Ministry transition planning

    • Long-term wealth building strategies

Includes: All session recordings, comprehensive workbook, implementation tools, and 90 days of email support
Goal: Complete financial transformation with systems that work for your ministry lifestyle

Follow-Up Sessions - $150

50-minute sessions scheduled as needed (after completing Intensive Coaching)
Perfect for: Ongoing accountability and obstacle removal

What You'll Get:

  • Progress review and system optimization

  • Obstacle troubleshooting and problem-solving

  • Advanced strategy implementation

  • Ongoing accountability and encouragement

Flexible scheduling: Monthly, quarterly, or as-needed basis
Goal: Continued momentum and refinement of your financial systems

Already a community member? You get special benefits!

25% Discount on All Coaching Services:

  • Quick Start Session: $412.50

  • Implementation Program: $2,062.50

  • Follow-up Sessions: $112.50

Not a community member yet? Join our community and start benefiting after 30 days.

FAQs

  • Our coaching focuses on education, implementation, and accountability rather than ongoing investment management. We teach you the strategies and help you execute them, then refer you to financial planning professionals when specific investment advice is needed.

  • Absolutely! All coaching sessions are conducted via video conference, making our services available to pastors nationwide.

  • If you're feeling overwhelmed by your financial situation, unsure about housing allowance optimization, or frustrated by generic financial advice that doesn't apply to ministry, coaching can provide the clarity and direction you need.

  • You'll have tools and systems to continue implementing on your own. Many clients choose follow-up sessions for ongoing accountability, and we encourage all clients to join our community for continued support.

You have the calling, the heart, and the dedication to serve God's people well.

Now get the financial guidance you need to serve with confidence.

Whether you're ready for intensive transformation or just need clarity on your next steps, we're here to help you move from financial stress to financial confidence.

Ready to Get Started?

Take Control of Your Financial Future Today