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

Six months ago, even with a six figure combined income, we were in debt and routinely ran late on all our bills. Today, we are successfully budgeting each month and telling each dollar where to go. In addition, we have an emergency fund and are building our debt-reduction fund. In fact, we've already begun settling some of the old debts and are well on our way to becoming debt-free! We have greatly benefited from your coaching. You showed us how to set up the monthly budget, and as unexpected expenses came up, how to re-allocate the funds to cover them without going over budget. You also passed along great suggestions for saving money. As we made mistakes, you helped us to get back on track. You helped us deal with creditors and also helped us cope with the guilt and fear that goes along with being in debt. We couldn't have made it without your encouragement! We truly believe that God sent us to you. This has been a life-changing experience, and we are beginning to feel the wonderful financial peace that Dave Ramsey talks about.
Sam & Donna, Irving

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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