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.

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.


See What Satisfied Clients Say

Before we met Cindy we felt like we were drowning and we asked ourselves “How can we improve our financial situation?" We both work and we make good money, but with three kids, mortgage, utility bills, car problems, to us it seemed impossible. We were stressed and tired and decided to take action. That’s when we decided to schedule an appointment with a professional financial coach, Cindy Gleason. She paid attention to every detail of our finances and guided us in the right direction by teaching us how to plan out a budget each month to fit our needs. With her guidance and the budgeting process that she taught us, as the months went by it was easier to handle the pressure of our financial situation. It’s now been over a year and thanks to following Cindy's advice, we have managed to take control of our finances. Prior to financial coaching, our future and our goals seemed to be fading away. One year after completing financial coaching, things are so much better. Life is good! Bad habits no longer control our emotions when it comes to spending our money. Now the only regret from all this, is that we should have enrolled a lot sooner. Thank you Cindy!
Abel & Lupita, Irving

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