- Provider - Life Financial Solutions - Beloit

Provider Details

Life Financial Solutions - Beloit

Address: (See Map)

416 College Street
Beloit, WI 53511

Mailing Address

416 College Street
Beloit, WI 53511

Contact Information:

Phone: (608) 608-3654
Website: http://www.lifefinancialsolutions.org/
Email: [email protected]

Organization Contacts

Rod Benstead, CFP, AFC
Phone: (608) 608-3654
Email: [email protected]

Description:

Life Financial Solutions is a non-profit, United Way supported community based financial coaching and counseling agency dedicated to improving the lives and financial well-being of individuals and families.

Your Life Financial Solutions Coach is a Certified and Experienced Professional who will:

1.) Create a Financial Roadmap In Alignment with Your Values and Goals

2.) Address Your Immediate Financial Concern or Money Issue

3.) Design a Plan & Strategy to Achieve Your Unique Goals

4.) Build a Sustainable Foundation for Long-Term Financial Well Being


BANKRUPTCY COUNSELING: individual Financial Counseling and Financial Education Classes for Clients filing bankruptcy.


FINANCIAL TOOLS & STRATEGIES: While your financial well-being is defined by you and not your coach, an experienced financial coach, with your permission, has access to tools and strategies that help you shape, create and live your wealth filled life. Below you will find a short but by no means limited list of tools available for your financial success.


Fees: Services are intended to be affordable. Fees are income based and shall not exceed $35 per session as established by the sliding fee schedule. All fees are subject to modification based upon the clients need, coaches discretion and can be waived in the event of extreme hardship. No one will be denied service due to inability to pay.

Call 608-365-1244 for an appointment.

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Last Update Date: 04/07/2022

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