
1847 Iron Point Rd.
Suite 180
Folsom, CA 95630
(916) 850-0245
GIVE US A CALL
Mon - Fri: 9:00 - 5:00
BY APPOINTMENT ONLY
Suite 180
Folsom, CA 95630
GIVE US A CALL
BY APPOINTMENT ONLY
Creating Financial Freedom!
We will work with individuals who need coaching to overcome bad financial habits and start creating wealth. Our firm is not licensed for securities and investments transactions and we do not practice as financial advisors, but we help clients with establishing and maintaining a budget and thinking long-term. When the time is right, we will work with a client’s financial advisor or introduce you to one of our trusted advisors to strategize for long-term wealth building.
Clint brings his knowledge and experience with Dave Ramsey’s financial principles to keep things simple. Dave Ramsey often says that the key to financial success is only 20% head knowledge, but 80% habit. Unless someone grows up in a household that emphasized healthy financial habits, there’s a good chance those are foreign concepts.
We help you…
Develop habits that will allow you to save enough for a comfortable retirement by identifying your retirement needs, pay for kids’ college, and give generously. Because Clint has taught Dave Ramsey’s Financial Peace University several times, he has the background to walk you through key steps in a slow, methodical way to make sure the concepts stick.