How Can I Help You? - Jeremy Fulton, Financial Wellness Coach

Where are you and your family, financially?

Are you in financial distress? Are you looking to buy your first home but not sure how you can afford it? Are you wondering how to plan for retirement? Are you ready to build wealth? No matter what place you are in, I will provide you sound guidance and guide you to your goals!

If you are serving, or have served our country, I want to honor your service in the small way I can by offering you my services at a discount.

If you do not live in the immediate vicinity we can have our session via Skype, Google Hangouts, or telephone. I can even help you if you live outside of the US!

Crisis Management

In foreclosure, considering bankruptcy, or other crisis?

I will help you manage your situation, teach you about your options, and guide you from crisis to managing your situation with a plan. Did you know that not all forms of debt can be eliminated by bankruptcy, and that most situations can be handled without the pain of filing? Don’t file until you have all the facts!

Debt Elimination

Are you tired of being in debt, being harassed by collectors, and looking for freedom?

You don’t have to live that way! Not only will I help you overcome the myths that society and the media sell us about debt, I will also guide you in developing a plan to attack the debt, while helping you to ensure your spending priorities are in proper order.

Cash Flow Planning

Are you constantly running out of money before the month ends? Do you wonder where your money went every month?

I will teach you how to manage your money, to tell it what to do, so you won’t have to wonder where it went. I’ll help you develop the plan that fits your life, your goals, and your needs.

Estate Planning

Do you want to preserve the fruit of your life’s labor for future generations?

With the complexity in today’s tax and investing laws, figuring out a way to keep what you’ve worked your whole life for to pass on to future generations is I will guide you through creating an estate plan that is crafted for your specific needs. We will discuss wills, trusts, power of attorneys, and what it means to leave a legacy for your children and grandchildren.

Wealth Building

Are you in a stable financial situation? Then it’s time to start building wealth!

I’ll demystify the world if investments and “The Market,” breaking it down into everyday language, ensuring you have the knowledge necessary to make wise investment decisions. I will also guide you through appropriate investment types, suited to your situation and risk tolerance level. We’ll also talk about leaving a legacy, both for your heirs and your community!

Accountablity Partnership

You already know what to do, but need someone to keep you on track.

I will be your personal “Financial Fitness Coach;” I will be a sounding board for financial decisions, ensure you do you monthly budget and review it with you each month, follow up to ensure you stick to that budget, and help you make wise decisions if you need to change it mid-month.

Pre-Maritial Planning

#1 cause of divorce is money fights & disagreements

How would you like to remove the number one cause of marital strife from your relationship before you tie the not? I work with both the future bride and groom to develop a plan that you both agree on concerning finances, even after you’ve tied the knot!