How We Work

We focus on simple systems, consistent progress, and decisions aligned with your goals.

No overwhelm. Just clear next steps.

CLINT PROM CFP®

Certified Financial Planner™

Financial coach and planner who brings structure, insight, and a practical approach to money decisions.

Clint spent over a decade in community banking, working with individuals and families and gaining insight from thousands of real-life financial conversations.

He has experience supporting clients through financial stress and gambling-related financial recovery, and focuses on building clarity, confidence, and consistent habits.

JANICE PIERCE CFP® RICP® CRPC

Certified Financial Planner™ | Retirement Income Certified Professional (RICP) | Chartered Retirement Income Planner (CRPC)

Financial coach and retirement planner. Creator of Train Your Money™ and author. Experience supporting clients navigating financial stress, including gambling recovery. Focused on building simple, sustainable systems that work in real life.

Common Questions

You’ve got questions. We’ve got answers.

Q: What’s your financial coaching and planning philosophy?

Answer:
We focus on simple systems, clear next steps, and steady progress.
Money isn’t just numbers, it’s about your goals, your pace, and building habits that work in real life.

Q: What types of clients do you work with?

Answer:
We work with individuals and families who want more clarity and control over their money. Many have tried budgeting before but want a simpler, more sustainable approach.

Q: How do I get started?

Answer:
Start with a quick call. We’ll talk through where you are, what you need, and recommend the best next step - course, Momentum, or 1:1 coaching.