Tired of Feeling Stressed about Your Finances?

We offer Personalized Financial Coaching Services & Self-Guided Courses to help you take control of your finances, get out of debt, and reduce your money stress, so you can finally start enjoying life. 

Our Mission

Our mission is to provide top notch financial coaching services along with affordable Investing, Day Trading, and Personal Finance Education to equip our clients with the skills and knowledge necessary to take control of their finances, get out of debt, lower their stress levels, and live the life they most desire.

Invest in yourself today and receive the dividends for the rest of your life!

Judgement Free

You will never be judged for your financial decisions, we have been there and done that, so we understand. Our goal is to help you make better ones going forward.

Integrity

We treat every person with humility and respect and hold ourselves to a fiduciary standard. We will NEVER recommend products/services that are not in your best interest.

Empowering

We take a crawl, walk, run approach to our coaching. Our goal is for you to gain the skills necessary so you  can confidently handle your finances and no longer need us. 

Our Coaching Services

Our financial coaching services are perfect for individuals who… 

Our unique process helps you achieve your financial goals WITHOUT having to sacrifice everything you enjoy in life.

Start Your Journey Towards Financial Freedom Today

Master Your Money. Build Your Future.

Join Haas Trade Academy to learn more about Investing, Day Trading, and Personal Finance in our self-paced online courses. We take complicated financial information and turn it into bite size easy to digest pieces, all for less than the cost of Big Mac!  

Personal Finance 301: Creating Your Personalized Blueprint to Financial Freedom
If you don't know where you are how are you supposed to get to where you want to be? That lesson applies to road trips but also to your finances. This course will walk you through creating your very Blueprint to Financial Freedom which will be your roadmap to achieving your financial goals and dreams. This is the same Financial Plan we create with all of our Financial Coaching clients.
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Stock Markets 101: The Basics
In this course you will learn the very basics about Stock Markets such as; Why You Should Start Investing, What a Stock Market is, The Different Sectors of the Stock Market and the U.S.'s Stock Market Hours of Operation.
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Stock Markets 201: Slightly More Advanced Basics
In this intermediate course we will dive deeper into some fundamentals of Stock Markets. You will learn about Different Methods of Investing, Exchanges and Indices, Different Type of Stocks, Different Categories of Stocks, What Makes Stock Prices Move, and Everyone's Favorite Taxes!
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Stock Markets 301: Trading vs Investing
In this course we will help you will learn what technical analysis and fundamental analysis are, and then be able to answer why Investing and Trading are NOT the same thing. Even though they are incorrectly used interchangeably very often.
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Stock Markets 302: Should You Trade or Invest?
This course helps you determine which path, investing or trading, is best for you. It covers the pros/cons of each and information I personally wish I would have been told before I started. We will also take a personality quiz and analyze your results to help you understand your risk tolerance. With all of this information you will now be able to make an informed decision on what your next steps are.
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Personal Finance 101: The Foundation of Building Wealth
In this course you will start creating your financial foundation. Discover how childhood values influence your finances, learn how self-reflection can lead to success and reduced stress, avoid debt by living within your means, learn the Follow six essential rules for less stress and better relationships, and turn goals into SMART goals to achieve your financial dreams. Learn how to leverage finances for a healthy marriage and instead of it creating strife. 
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Investing 101: Deciding if Investing is Right for You
Unlock the secrets of wealth with our course on the basics of Investing! Dive into the world of finance as you explore the effects of inflation on investments, assess your financial readiness, and clarify your investment goals and discover the essential tools you need to embark on your investing journey towards financial freedom.
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Investing 201: The Importance of Building a Diversified Portfolio
After taking this course, you will understand the importance of diversification and why investors choose certain investing vehicles. You will understand what securities to choose from to help you reach your financial goals. It will prepare you for your investing journey, whether that involves active investing in stocks, passive investing in mutual funds/ETFs, or more ambitious plans like property flipping or day trading.
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Day Trading 101: What to Understand about Day Trading Before You Start
In this course you will learn everything you need to understand before you decide to dive head first into the world day trading so you don't waste your valuable time and money. You will learn what an actual day trader is, the unique risks involved, the difference between retail and institutional traders, how much starting capital you need before you get started, if you should start trading full time or part time, the mindset you need to have if you are going to be a successful day trader, and lastly what I wish I would have known before I started. Day Trading is a risky endeavor so you really need to make sure you understand what you are getting yourself into before you sign up!
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Testimonials

"Working with Nathan through his financial program completely shifted the way I approach my finances. He helped me build a realistic, sustainable budget that aligns with both my current income and long term goals. What stood out the most was his calm, supportive presence. He made the process feel manageable, even when I was hitting some growing pains around financial planning. Nathan not only taught me how to better manage my day-to-day spending, but also the importance of preparing for the unexpected and planning for the future. Without his guidance, I’d probably still be operating in a “go with the flow” mindset. I’d recommend his program to anyone who feels a little lost when it comes to budgeting but wants to learn the basics in a practical, empowering way."
Rated 5 out of 5
Maria D.
Colorado
“We used to joke that our budget was just “don’t check the account and hope for the best.” But thanks to Nate, we’ve paid off around $20,000 in debt, built a budget that actually works for real life, and even put away a big chunk of money for a vacation - on purpose! Nate made the whole process feel doable, not overwhelming, and helped us get on the same page financially without wanting to throw spreadsheets at each other. If you need someone to help you wrangle your money and make real progress, talk to Nate. Seriously. Total game-changer, and we couldn’t be happier.”
Rated 5 out of 5
Thomas R.
Tennessee

Our Location

Our coaching services are offered via Zoom so our clients are from all over the United States. Our physical locations have been the Nashville Tennessee and Rockford Illinois areas so we do also have a large portion of our clients from these areas.

Click below to learn more about our different services!

**Via our sister company Haas Trade Advisors

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