Welcome to Cindy Gleason Financial Coaching

"There is no dignity quite so impressive, and no one independence quite so important, as living within your means" ~ Calvin Coolidge

Every family or individual needs a plan. Saving, budgeting, giving, and having a plan are simple concepts, but hard to implement on your own. For those who are doing okay and want to do better, working with a financial coach is a smart choice. For those in crisis, working with a financial coach is often a necessity. Financial coaching teaches you to create realistic short and long term plans. More importantly, you will be provided specific direction and guidance, in addition to accountability and encouragement as you work your plan.

As your financial coach, I am dedicated to helping you develop a realistic financial plan specific to your needs, and helping you reach your goals. Together, we will define the areas that need work, organize your finances, as you learn to develop and implement a plan to improve your finances. Unlike financial advisors or financial planners, I do not sell insurance, investments, or other financial products. I coach on a flat-fee basis, which leaves me free to offer you practical and objective advice with only your best interest in mind. No financial products, no hidden charges, no accumulating fees. My focus is always to help you improve your finances.

Meet Cindy Gleason

Work With Me

Common sense advice in uncommon times...

Top 6 Reasons Why Financial Coaching Clients Seek My Help:

  1. I (or we) make too much money to be this broke ... by far, this is the reason I hear most often.
  2. I (or we) have a great income, but need help getting spending under control and finances organized before we can even think about a plan.
  3. The 'money part' is a missing puzzle piece in an otherwise great marriage.
  4. Starting a new job, newly married, or recently divorced. Really want to get a solid start on the right path.
  5. Would do better with some practical direction, accountability and encouragement.
  6. Need help applying what was presented in FPU classes.

Schedule a complimentary consultation to learn about financial coaching. I will take a general look at your finances and discuss coaching options appropriate for your situation and your needs.

Schedule A Complimentary Consultation

See What Satisfied Clients Say

Although we are only three months into our program with you, we have already achieved much more than I thought possible.Thanks to what you are teaching us, we have already paid off 2 credit cards and are attacking the 3rd. I told you in our first meeting that I would stay up at night worrying about how to get rid of this mountain of debt! While I am not happy that I accumulated it, I am happy knowing that we have a plan and the skills to become debt free. Plus, as newlyweds, we are learning these skills together and we actually look forward to sitting down every two weeks and planning our budget. It makes both of us feel engaged and empowered in the spending as well as saving aspects of budgeting. Thanks to the skills you are teaching us, we should be out of debt in about a year, and I can assure you that three months ago I didn't think that was possible! Thanks again for all that you are teaching us. You truly are a blessing!
Geoff & Lauren, Carrollton

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Contact Cindy For A Complimentary Consultation

Address:
6611 Snider Plaza, Suite 108
Dallas, TX 75205

Phone:
214-906-4509

Hours by appointment:
Monday - Saturday

Email:
cindy.gleason@att.net