Financial Coaching
Financial Freedom is closer than you think...
& NO you don't have to only eat ramen noodles to achieve it
My personalized financial coaching process will help you break the money stress cycle, take control of your finances, and turn those feelings of anxiety into feelings of confidence, joy, and excitement when you think about your finances and your future!
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, do not worry.
I’ve been there too. I’ve endured the sleepless nights, and I have the gray hairs to prove it!
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
- Finally be excited for your future
- Start enjoying life
And if you have tried other methods with little to no success, you are in the right place.
Hi! I’m Nathan!
Husband, dad of 2, pilot, engineer, Lieutenant in the Air National Guard
And a financial coach on a mission to help people take control of their finances!
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….
I paid off over $36,000 of my student loans in under 2 years!
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!

100% Money Back Guarantee
I firmly believe financial coaching can be life transforming, and I stand behind that statement.
That is why I offer a 100% money back guarantee with my coaching packages. If after your first session you feel it was not worth the money you, you can get your money back!
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 Package 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 packages 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
Attend your first one-to-one financial coaching session! In this session I start walking you through the creation & implementation of your Blueprint to Financial Freedom. I will be with you every step of the way answering questions, guiding, educating, and providing encouragement!
My 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 Paths & Packages
Join or upgrade to our ELITE Membership to receive 50% off all of our packages!
Path 1
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Document Downloads
Blueprint to Financial Freedom Template
$79.00 Inclusive of Taxes & Fees Add to cart
Just the Docs
What it is: This is the template (Microsoft Excel) we use to create our client’s Blueprint to Financial Freedom.
This option is best for individuals who feel they have their finances under control but don’t have the time to sit down and create their own blueprint to financial freedom from scratch.
Cost: $79 for Non-Members & $39 for ELITE members
Path 2
Package 1: Create Your Blueprint to Financial Freedom
What it is: Would you want your house built without a blueprint? Me neither, and your finances should be the same way.
What’s Included: Four one-to-one coaching sessions to guide you through the creation of your personalized Blueprint to Financial Freedom, which will serve as your roadmap to financial freedom.
Cost: Onetime payment of $299


Package 2: Redline Your Your Blueprint to Financial Freedom
What it is: In the engineering world, once plans are completed they go through a review period to make adjustments. That is exactly what we will do with your blueprints. Over the course of a couple of months we will monitor your progress, figure out what is and is not working for you, and make adjustments as necessary to make sure you are well on your way towards financial freedom.
What’s Included: Discussed during the Educational Session
Cost: Discussed during the Educational Session
Package 3: Start Building Your Financially Free Future
What it is: At this point your Blueprints to Financial Freedom reflect who you are, where you are, and where you want to be. Now the goal is for you to be building confidence in yourself by making more and more financial decisions without the help of your financial coach (me). We will gradually reduce the frequency of coaching meetings until you are ready to graduate from our program!
What’s Included: Discussed during the Educational Session
Cost: Discussed during the Educational Session

Path 3
Package 1:
The I am committed to changing my life Package
Not the catchiest name, but I think it sums up this package well!

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What it is: If you are fully committed to getting out of debt, breaking the money stress cycle, not living paycheck to paycheck anymore, and taking control of your life, this package is for you!
What’s Included: This package is a 7 month financial coaching package that includes all of the path 2 packages (see above). The key difference is in the beginning you are signing up for all of the packages at once.
Cost: Due to the long term commitment of this package, there is a financial benefit. You will save about 10% compared to purchasing each package individually.
We have talked a lot about the Blueprint to Financial Freedom, 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
Your Blueprint to Financial Freedom may also Include:
Creating a Plan to Get Out of Debt
Creating a Plan for Retirement
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
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 all does a Financial Coach do for Me?

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, saving for retirement, 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.
Properly managing your finances is 25% head knowledge and 75% emotional intelligence. We start off with the head knowledge portion (creating your Blueprint to Financial Freedom), then we focus on the emotional intelligence in your follow up meetings.
During these follow up meetings I coach you through the challenging emotional aspects of implementing your personalized financial plan. This involves helping you monitor your progress, answer your questions, help you determine where you are exceling, identifying where you need extra help, providing you encouragement, and so much more!

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.
If you have any issues on our website or booking one of our services please email us at Support@haastrade.com and we will work with you to resolve the issue.
We recommend signing up for our ELITE membership, which only cost $5 a month so you can take advantage of our ELITE membership discount.
Also, the information you will learn from our coaching services could be worth thousands, tens of thousands, or even millions of dollars in the long term (thank you compounding interest!). The question becomes, can you afford not to sign up?
In all seriousness, if you are truly struggling to put food on the table feel free to email us at services@haastrade.com and we will figure something out.
Yes! If you are happy with your Haas Trade membership and the 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 $50 GIFT CARD & THEY WILL RECEIVE 50% OFF OUR ELITE ANNUAL MEMBERSHIP.
A successful referral is considered someone who signs up for an annual ELITE membership and pays for a coaching package. Upon completing the requirements for a successful referral, we will send you an email about your $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.