Solving your financial problems one step at a time.
Welcome! I’m your Financial Coach, Trey.
I’m here to help you navigate your financial situation. I give you the tools needed to set yourself up for a better financial future.
Trey Long, CPA
Proverbs says the borrower is a servant to the lender. Do you feel like you’re swimming in a pool of debt, barely able to keep your head above water?
Common Financial Stressors
Student loans
Credit card debt
First and even second mortgages
Divorce
Death of a loved one
I specialize in working with you to create a personalized plan so you can achieve financial peace. All are welcome – couples, individuals, and families. Perhaps debt is not an issue, but you would like guidance on how to plan your financial future. I can help.
78% of Americans live paycheck to paycheck with no savings. If this includes you, I can help get your financial feet established underneath you so that you have emergency savings for when “life happens.”
What is a Financial Coach?
Just as an athletic coach helps one on the journey to becoming a better athlete, a financial coach holds you accountable and helps you have discipline around your finances so that you achieve your goals and dreams.
Get help solving your financial problems, one step at a time.
“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.”
Once begun, almost done.
What Makes Me Different
I’ve been there …student loans, credit card debt, auto loans, 1st and 2nd mortgages and even set back from divorce. By applying the Ramsey Solutions principles, I’m debt free and semi-retired at 58 years of age!
My Vision
I want to help you break free from the financial strangleholds that may be holding you back from achieving your goals. Using principles based on Ramsey Solutions and a faith-based approach, I help you develop discipline in managing your money in all facets, where you spend, save, loan, or donate it.
Couples Money Coach
Sometimes, couples need an objective third person to help navigate their financial decisions and plans. I can be that coach to help mediate alignment in financial plans and decisions. Money problems are a leading cause of relationship issues. Would you like to have a better relationship with your significant other?
Advising with Compassion
I embrace a compassionate, Christ-centered approach. From the time we set up your first consultation, I will be on your team. And just like how a teammate should operate, I will work with you side-by-side.
Getting Results
I help change your relationship with money, working with you to identify and wield your financial understanding as a tool in life’s toolbox. Together, we will evaluate and renovate your relationship with your finances. Handling the various financial aspects doesn’t have to be intimidating, utilizing a step-by-step approach.
There’s no barrier to entry. I will work with you no matter what financial situation you find yourself in. You are in a judgment-free zone here-- You are more than the sum of your financial decisions. Through education and strategic planning, we will work together to dramatically shift your outlook on how you utilize your money and see how we can get it to work for you.
The Ramsey Solutions Principals
The Ramsey Solutions Principals
Step Your Way to Financial Freedom
