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COACHING AND CONSULTING
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Personal Coaching – “Personalized and Straight-Forward Financial Management for True Financial Freedom!”
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Debt-Free & Crisis - Includes anyone with consumer debt or financial crisis. We will help you develop a spending plan that works, debt-elimination plan, and triage specific needs (unsecured creditors and bankruptcy, etc.)
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Pre-Marital - If you are engaged or newly married and you want to learn how to: communicate with your partner about money, establish a plan for giving, saving and spending, start your marriage off on the right foot, and plan for the future by setting financial goals together.
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Staying Debt Free - For those out of debt (except your home), wanting to fund retirement and your children's college education. Your planning includes investing and college funding strategies, will, basic estate planning, etc. as well as how to stay debt-free (auto-replacement, ect.).
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Wealth Building - You're debt free and have already begun to build your net worth, but need help with planning your future. We will help you build/review your comprehensive plan including insurance, will and estate planning, investing college funding, and other life issues (starting a business, home move-up/down, rental properties, etc.)
Personal Coaching Polices: 1) If you are married, both spouses must commit to, and take part in, all scheduled counseling sessions. 2) If you are single you must have a financial accountability partner attend your coaching sessions with you. 3) Appointments may be rescheduled upon one full business day’s notice.
Business Consulting – “Maximizing Profits and Achieving Financial Freedom!”
For business owners, their investment in business coaching will help create profitability. We offer services to help build your company's overall success and profitability. We work with Small or Medium-sized Businesses and Sole Proprietors.
Business Solutions:
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Process Improvement & Process Implementation
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Operational Improvements
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Start-up and Turn-around
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Profitability and Performance Reviews
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Increase Your Profits and Increase Your Conversion Rates
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Business Development
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Strategic Planning & Forecasting
Personal Coaching and Business Consulting is available at an hourly rate or through set time increments of 3, 6, or 12 months. Give us a call today to schedule your free 30 minute consultation!
We Also Offer:
Tax Preparation
We have been preparing tax returns for our U.S. financial counseling/coaching clients for many years. For 2010 we have decided to open our tax preparation services to the public. We prepare 1040's (individuals), 1120's (corporations), 1120S's (Sub-S corporations), and 1065's (partnerships). Our goal is to provide quality tax prep at the lowest cost possible for our clients. We are introducing our 10% guarantee. We guarantee that we will beat any tax prep fees by 10% and provide you will better customer service than any of our competitors! We will begin preparing tax returns starting Monday January 11th, 2009. Appointments can be scheduled by calling 877-58-PEACE (73223) ext. #1.
Accounting & Bookkeeping
Accounting, bookkeeping and management reporting utilizing QuickBooks, Microsoft Excel and Microsoft Access. We will mold your accounting and reporting process to fit your company's needs through individualized general ledger accounting and custom reports that will enable you to make the best possible decisions based on your company's financial performance.
Community Education Programs
Through Dave Ramsey’s Financial Peace University. A 13-week opportunity to grow with others toward understanding true financial freedom in a small group setting.
Credit Settlement Services
We offer various settlement services to help you deal with your unsecured debts (i.e. credit cards). We will negotiate settlements or payments plans depending on what works best in your unique financial situation. Notes: In order for RKL Financial to peruse Credit Settlements you must be behind on your unsecured debt before you talk to us about settlements. We will never put anyone behind on purpose with their payments to creditors for the sake of getting a settlement or getting on a payment plan. RKL Financial does not offer any settlement services or home loan modification programs for your secured assets. RKL Financial is not a pass through entity for your settlements or payment plans. We will arrange the settlement or payment plan and you must pay your creditor directly.
Time and time again our new friends at RKL Financial are surprised by our low rates for the amount of personalized service and one-on-one time we provide. Call us today at 877-58-PEACE to set up your free thirty minute initial consultation, so that you, too, may begin your journey toward true financial freedom!!!
If you need additional assistance beyond what RKL Financial can provide please take a look at the other LOCAL RESOURCES that we recommend.
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