The journey begins with the first step and recognizing the obstacles standing between you and the life you want. Most people would rather chase their own dreams than worry about where their money is going. My job is to help you do just that. During a consult, we'll discuss your current situation, your pain points and concerns, and what
The journey begins with the first step and recognizing the obstacles standing between you and the life you want. Most people would rather chase their own dreams than worry about where their money is going. My job is to help you do just that. During a consult, we'll discuss your current situation, your pain points and concerns, and what your ideal future looks like to you. We'll decide whether working together makes sense and put together a customized plan to get you on the path to financial freedom.
Customized Plans & Programs
Customized Plans & Programs
Customized Plans & Programs
The world of personal finance is complex and can be overwhelming without sufficient knowledge. A coaching plan can help you navigate the unknown and make the process as simple as possible. From budgeting and understanding credit to planning for retirement - I offer personalized guidance in personal finance management & financial literacy.
The world of personal finance is complex and can be overwhelming without sufficient knowledge. A coaching plan can help you navigate the unknown and make the process as simple as possible. From budgeting and understanding credit to planning for retirement - I offer personalized guidance in personal finance management & financial literacy. The tools and resources I provide will empower you to relieve stress and develop confidence in knowing your money is in the right place and working for you.
Continued Support
Customized Plans & Programs
Continued Support
Everyone is different and almost all circumstances are unique. Different people have different needs, so there can be no one-size-fits-all approach when it comes to personal financial strategy. My programs are self-paced which allows you to control the speed and depth of your progress. However, once enrolled, you can expect personal cont
Everyone is different and almost all circumstances are unique. Different people have different needs, so there can be no one-size-fits-all approach when it comes to personal financial strategy. My programs are self-paced which allows you to control the speed and depth of your progress. However, once enrolled, you can expect personal contact and support throughout your journey as a client (depending on personal preference). Your success is my success, and the key is working together!
About me
Brian Walton
I graduated from Westminster College with a Bachelors Degree in Business Administration and an MBA from Kaplan University (now Purdue Global). My career in consumer finance has shown me the glaring need for financial literacy & education in the working class. Having been born and raised in the Youngstown area, I understand the pride and
I graduated from Westminster College with a Bachelors Degree in Business Administration and an MBA from Kaplan University (now Purdue Global). My career in consumer finance has shown me the glaring need for financial literacy & education in the working class. Having been born and raised in the Youngstown area, I understand the pride and the grind of hard work. So I have made it my mission to equip hard-working, busy professionals with the necessary tools to shape their financial futures with a spirit of optimism and confidence. My job is not only to help people become financially independent, but also help them to realize their ability to pursue a life they truly love. There is much more to life than working to pay bills. I can promise you that. The path to financial freedom can be a simple one - and I am out to prove it.
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A financial coach goes beyond telling you what steps to take to achieve a goal. Like any other coach, I provide guidance, support, and advice along the way. But I will also hold you accountable and keep you motivated. I want you to succeed. You can be confident in knowing your best interest is my top priority because my job is not to sell you financial products. My job is to empower you to make sound decisions for your personal goals - without the sales pressure or influence.
Use the 'Contact Me' section and tell me what you're looking for. We'll start with a consultation to determine your needs. I offer individual sessions, mini-courses on specific topics of interest, and a comprehensive program which includes additional support and discounted follow-up sessions upon completion.
Individual sessions are flexible. They are 60- to 90-minute meetings which can be in-person, over the phone, via virtual meeting spaces, or a combination of the three. While it is important to sit together and dig into the material, the logistics sometimes limit our ability to do so. I do not limit my practice to only those who can meet in a physical location and I also understand that time and travel can sometimes be a factor. I emphasize the fact that every individual situation is unique, and I do my best to accommodate.
While coaching is an educational process, almost all of the material needed to complete each course can be made available via email or found online at no cost to you. Because not all of the work can be done in a single session, I strongly encourage keeping a file or notebook for notes, learning aids, and other record keeping. However, any material necessary for follow-up or that which needs to be completed prior to a session will be provided. You will not be required to purchase anything additional to the enrollment fee.
No. The services I provide are educational which allow me to offer the most unbiased information and advice to my clients as possible. This gives you the assurance I am not steering you toward any type of purchase decision when it comes to making the best possible decisions for your unique preferences and needs.
No. I understand the majority of people already have demanding schedules and other commitments. All coaching sessions are made by appointment and the courses (Get R.E.A.L. Program & Mini Courses) are self-paced. You are free to complete them as quickly or spend as much time on them as you need. There is no deadline for completion.
Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
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