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Initial Consultation (no charge)
We'll discuss your current financial situation and your goals for the future. We'll talk about how I work with my clients and whether I'm the best coach for you. This is a telephone conversation only, not an in-person appointment.
Coaching for Established Clients
This appointment is for recurring financial coaching sessions. This is a telephone conversation only.
Office Use Only
Office use only
Mon8:00am - 9:00pm
Tue8:00am - 9:00pm
Wed9:00am - 9:00pm
Thu8:00am - 9:00pm
Fri8:00am - 9:00pm
Sat9:00am - 5:30pm
Easy to talk to!
Linda S - May 29, 2016
FPU was a Godsend for me. It changed my life. When I made my appointment with Melissa I was really looking for financial guidance as I head into my soon retirement years. I learned this is not what she does but found her to be like talking to a best friend. Knowledgeable and kind.
Melissa Was AWESOME!
Brittany Armstrong - May 10, 2016
My husband and I started FPU 5 weeks ago and it has been an eye opening experience. As we are still going through the process it was nice speaking to Melissa regarding our current circumstances and financial planning. She was very empathetic, helpful, and brought insight into our conversation that neither my husband or I would have considered. We are very thankful for Melissa as the our initial appointment was a rewarding experience.
Ronnie L - Nov 16, 2014
It was helpful and reassuring to hear from Jeff, as I needed his perspective on an investment I was considering. Knowing he has the same philosophy as Dave Ramsey.
Tracy - May 23, 2012
When I called Coach Melissa I was very frustrated about our financial situation. We needed expert advice. Coach Melissa and her team came through for us immediately. I am so grateful that she was there when we really needed a listening ear and professional guidance. I know have hope. Thank you, Coach Melissa
Nice people, timely service.
Cathy L - May 18, 2012
Easy, got back to me quickly, and offered lots of options. Available by phone or email, that's a nice option. Called on time and seemed to have all the time int he world to speak with me.