Financial Coaching – Council Bluffs | LegacyOne
Transform Your Financial Life With Clear Guidance & a Proven Path Forward
Financial stress doesn’t come from a lack of income — it comes from a lack of clarity.
LegacyOne’s Financial Coaching is built to help you take back control, rebuild confidence, and create a plan that finally makes sense for your life, goals, and family.
Whether you're managing debt, trying to build savings, or preparing for your next chapter, our coaching gives you the tools, structure, and accountability to move forward with confidence.
Who This Is For
LegacyOne’s Financial Coaching is designed for individuals, couples, and families who want:
A clear plan for their money
No more guessing, Googling, or “figuring it out later.” You get clarity from day one.
Accountability and structure
Someone who checks in, guides next steps, and ensures you stay aligned with your big goals.
Help overcoming financial overwhelm
Especially for those balancing bills, work stress, and family obligations.
Guidance without judgment
Your story matters. We meet you where you are — no shame, no lectures, just progress.
A long-term plan that builds legacy, not just survival
This is financial coaching, not just budgeting.
What You’ll Gain
Complete Financial Clarity
Understand exactly where your money is going and how to optimize it.
A Personalized Monthly Plan
Built around your income, lifestyle, and priorities — not generic advice.
Debt & Credit Strategy
Improve your financial position faster with coaching that fits real life.
Real-Time Guidance
Message support and ongoing access to resources between sessions.
A Roadmap for the Future
Build a foundation you can pass on: stability, investments, and long-term growth.
How Financial Coaching Works
1. Initial Discovery Session (Free)
We map out your goals, challenges, and current financial picture.
2. Deep Dive Assessment
During your first session, we walk through income, expenses, debts, habits, and future milestones.
3. Personalized Action Plan
You receive a clear, step-by-step roadmap built around the G⁵ principles (Grounded → Smart → Growing → Generational → Legendary).
4. Ongoing Coaching & Support
We meet regularly to track progress, adjust your plan, and keep momentum strong.
You set the pace
What’s Included
Monthly 1-on-1 Coaching Sessions
Virtual (in person will be available soon for the Omaha Metro Area)
Your Personalized Money Map
Your custom plan for budgeting, savings, and growth.
Accountability Check-Ins
Simple weekly touchpoints to stay on track.
Access to Tools & Resources
Templates, tracking sheets, habit guides, and more.
Priority Support
Direct message access for questions during the month.
Why LegacyOne?
Real Experience. Real Results.
LegacyOne is built by a financial professional with years of coaching, corporate finance, and business development experience on top of real life lessons.
Community-Focused. Judgment-Free.
We coach real people — professionals, busy parents, entrepreneurs, and anyone trying to regain control.
The G⁵ Pathway Difference
Our proprietary pathway helps clients shift from overwhelmed to empowered.
Life-Aligned, Not Restriction-Based
You don’t need to give up your entire lifestyle. You need structure and clarity — we provide both.
Common Areas We Help With
How to pay off debt strategically
Fixing budget leaks
Setting up a realistic monthly plan
Creating a savings and emergency fund roadmap
Planning for big goals (home, family, career changes)
Understanding insurance, benefits, and financial decisions
Preparing for investing or future planning
Rebuilding after major life changes
Pricing
Need another reason to pick LegacyOne? We make our services highly accessible. With a focus on our community and an emphasis on providing Low to Mid-Income individuals/families the support they need, we have many offerings you could qualify for.
Community Pricing (up to 50% off our standard pricing).
Sliding Scale Fees (we base the cost of services on your current financial picture).
Sponsorships (Whether through your own sponsor, our internal sponsors, or our legacy fund, we will help you get the services you need).
Community platforms (we have many platforms for our community to participate in for workshops, educational material, and more coming soon!)
Start Your Financial Reset Today
You don’t need to figure this out alone.
You don’t need to be perfect.
You just need a plan — and someone who knows how to get you there.