Financial Coaching
Financial Freedom is closer than you think...
& NO you don't have to only eat ramen noodles to achieve it
My Client's Typical Questions/Concerns
- Am I ever going to get out of debt?
- I really wish my student loans were gone
- I know I need a budget, but where do I even start?
- The only way I'll get out of debt is by giving up everything I love to do
- I am never going to be able to buy a house and start a family
- Will I ever stop being stressed about money?
If this sounds like you, don't worry!
I’m here to encourage you that YOU CAN…
- Get out of debt & STAY out of debt
- Sleep peacefully at night
- Know you & your family are financially secure
- Start enjoying life
- Finally be excited for your future
Hi! I'm Nathan!
Husband, dad of 2 sons (and multiple cats!), pilot, Lieutenant in the Air National Guard and….
a Financial Coach on a mission to help people achieve Financial Freedom!
During my younger/dumber years, I accumulated a lot of student loan debt (getting my pilots license, changing majors, and transferring didn’t help!).
Once I graduated and had to start paying them back, my quality of life took a nose dive. The thought of those payments for 20 more years made me sick.
I tried every budget and money plan I could find, but NONE ever seemed to help me pay off my loans faster (some actually made it worse).
Then I realized, I couldn’t just copy and paste someone else’s financial plan and expect it to magically work for me.
I needed my own plan based on my goals, my personality, and my circumstances. So I created one and can now say with a great big smile….
Those student loans are no more!
Now my mission is to help others who are struggling like I was.
My secret sauce to Financial Coaching is...
I provide a JUDGEMENT FREE ZONE where I get to know YOU.
No algorithms and generic financial plans here. I take the time to learn about your personal values, your life goals, your circumstances, and what motivates you.
Then I utilize my financial knowledge & experiences to help you create your personalized roadmap to financial freedom that actually works for YOU!
What some of our clients are saying
Emily S.
Tennessee
Andy R.
Tennessee
How My Financial Coaching Process Works
Step 1
Attend Your Free Educational Session
In this very first meeting we start learning about you. What are your values, goals, wants, needs, motivations, and what are you hoping to achieve with financial coaching. This is also your opportunity to learn more about me and my financial coaching process.
Step 2
Choose the Program that Works Best for You
If we both feel my financial coaching process will be a benefit to you, we will then discuss the different programs available. I hold myself to a fiduciary standard and will only ever recommend products & services that I feel are in your best interest.
Step 3
Start Your Journey Towards Financial Freedom
The ultimate goal is for you to get to the point where you don’t need me anymore.
I am in the business of working myself out of business!
Ready to take the first step?
Want more details? Keep scrolling!
Financial Coaching Programs
Virtual Financial Coaching
Program 1: Design Your Blueprints to Financial FreedomTM
What it is: Would you want your house built without a blueprint?
Me neither (hopefully you said no!), and your finances should be viewed the same way. In this program I will guide you through the creation of your personalized Blueprint to Financial Freedom (BPFF)TM.
This documents is the foundation of your financial freedom house. See the BPFF section below for more details about what is and can be included in your blueprint.
What’s Included: 10 one-to-one coaching sessions over a 4 month period.
Cost: A one time payment of $1,080 or $300 a month for 4 months.
Program 2: Design Your Blueprints to Financial Freedom PLUSTM
What it is: In the PLUS program I will guide you through the creation of your personalized Blueprint to Financial FreedomTM, PLUS a deep dive into your financial mindset to help you make the personal revelations needed to achieve long term financial freedom, extra coaching sessions from our A la Carte topic list, and we will continue to refine your BPFF as you implement it into your daily life.
What’s Included: 16 one-to-one coaching sessions over a 7 month period.
Cost: A one time payment of $1,575 or $250 a month for 7 months.
Program 3: Cohorts
What it is: Our Cohort program follows the curriculum of our Program 1: Design Your Blueprints to Financial FreedomTM with the major difference being it will be a group class. These are a fantastic opportunity to be surrounded with like minded individuals who can turn into life long friends and help you stay on your path of financial freedom.
What’s Included: 10 group coaching sessions over a 4 month period.
Cost: $100 a month for a 4 month course
Now ready to take the first step?
Still want more information? Keep scrolling!
Online Courses
Self-Paced Online Courses
What it is: Not quite ready to work with a coach or join a class? No problem! We offer online self-paced courses that you can take to learn more about personal finance, investing, and even start creating your Blueprint to Financial FreedomTM!
These courses are also great for clients to get refreshers on topics covered during a coaching program.
Cost: $5 a month (Access to all courses)
We have talked a lot about the Blueprint to Financial FreedomTM(BPFF), so what is actually in it?
Everyone’s personality, financial circumstances, and goals are different and your personalized Blueprint to Financial Freedom will reflect that. Below are the steps we will guide you through when creating your blueprint.
1. Review Your Information
2. Help You Understand Your Current Financial Situation
3. Help You Understand Your Personal Values
4. Help You Determine Your Life Goals
5. Perform Your Net Worth Analysis
6. Perform Your Cash-Flow Analysis
7. Analyze Your Financial Ratios
8. Help You Create Your SMART Goals
9. Help You Create Your Realistic Budget
10. Behavioral Finance & Discovering Your Purpose
11. Auto Budgeting
12. Auto Banking
Your Blueprint to Financial Freedom may also Include:
Creating a Plan to Get Out of Debt
Investing/Retirement Savings Education
Creating a Plan for a Major Purchase
Creating a Plan for a Child's Future Education
Creating a Plan to Start a Business
Helping You Understand the Risks of Day Trading
Biblical Financial Principles
Handling Finances as a Married Couple
Any other Topic You Would Like Help With
Please note: Your blueprint will NOT include any specific investing, tax or legal advice. If you require those services we can put you in contact with the corresponding professional.
What Financial Coaching Can do for You
A financial coach is your champion, guide, and mentor to help you reach your financial goals.
When it comes to creating a budget, making a major purchase, getting out of debt, planning for future education costs, or other financial topics, many people have no idea where to begin. That’s where I come in!
I am here to guide you step by step through the entire process. At the very end you will know what your financial goals are, have actionable steps on how to achieve them, and feel confident in your abilities to handle your finances.
Remember, goals are much more likely to be achieved when they are written down and there is a plan for how to achieve them.
Still have questions? Schedule Your FREE Educational Session Today and ask away!
Commonly Asked Questions
I have over a decade of experience in all things finance, and a strong passion for helping others. I am a certified FPWMP (Financial Planner & Wealth Management Professional) from Corporate Finance Institute (CFI) and am in the process of attaining my AFC (Accredited Financial Counselor/Coach) certification from AFCPE. And I am always taking advantage of continuing education opportunities to make sure I am providing you the best financial coaching service possible.
The short answer is it’s complicated. The long answer is that any financial professional can call themselves a “Financial Advisor”, there are no certifications that are required to use that title. But I understand what most people mean when they ask if I am a financial advisor. I don’t want to mislead our clients so I tell them no I am not a financial advisor. I am NOT licensed to provide you investment, tax, and/or legal advice nor am I able to sell you insurance products. For more information please see our Terms of Service and full Disclaimer.
Yes, depending on where you live but there is an additional fee. If you are interested please bring this up in your educational session, so we can discuss specifics.
Yes, I offer discounts for Military, First Responders, and students.
In this instance I highly recommend signing up for our online courses, they are only $5 a month. After going through some of these and implementing the lessons learned you can than look at our cohorts programs or other coaching programs.
Yes! If you are happy with the Haas Trade services you have received, the greatest compliment you can give us is by referring your friends, family, and co-workers! For every successful referral, YOU WILL RECEIVE A $100 GIFT CARD & THEY WILL RECEIVE $100 OFF one of our Programs (1 or 2) Price or $50 off our cohort program.
A successful referral is considered someone who signs up for an goes through one of our coaching programs. Upon completing the requirements for a successful referral, we will send you an email about your $100 or $50 gift card. If you think you referred someone, but you don’t receive an email from us, email us at support@haastrade.com.
The content on this website (“Haas Trade” or “Haas Trade LLC” or “www.haastrade.com”, or “Site”, or ‘us” or “we”) and any services provided through this website, are for educational and informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer by Haas Trade LLC or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer be unlawful under securities laws of jurisdictions. We strive for 100% customer satisfaction; if you are unsatisfied with our services in any way let us know at Support@haastrade.com and we will figure out a solution or refund you. Our complete refund policy and Terms of Service can be viewed here.