Finance

It’s time to stop stressing about money.

Ideal Balance offers the tools + training to help you learn how to tell your money where to go instead of wondering where it went. We help clients get on a budget, get out of debt and start building wealth.

What makes us different?


Unique Approach

We understand that no one taught you how to manage your money. We understand it’s overwhelming. We understand you want to change your story and your future. We have our own unique approach that we’ve developed as coaches over the years. This includes creating a vision, establishing a budget, creating systems and habits, step by step, that will take automate your money and lead to inevitable success.

Certified + Experienced

As Ramsey Solutions Master Financial Coaches, we know what works and what exact steps to walk you through. We’ve helped hundreds of folks learn more about managing money, getting out of debt and building wealth.

Affordable + Hassle Free

The best way for you to get your finances in order is 1-on-1 coaching. We offer multiple pricing packages, as you’ll see below. We don’t do contracts or starting fees. We also host several events each year including workshops, Financial Peace University and more.


One Time Intensive

$300

Ideal for clients who want a jumpstart on the budget and financial plan but who would rather take. a DIY approach after.

  • One 90-Minute Video or In-Person Coaching Session
  • Strategic 1, 5 & 10 Year Financial Plan
  • Financial Dashboard incl. Net Worth
  • Customized Zero-Based Budget
  • Customized Get-Out-Of-Debt (GOOD) Plan
  • Debt Payoff Tracker
  • Customized Automatic Bill Pay Plan
  • Customized Paycheck Plan
  • Customized Cash Flow Plan
  • 30 days of Email/Text support

Monthly Coaching

$165

Ideal for clients starting out on their financial journey and looking to build assets, reduce debt, or move forward to the next steps.

  • Two 45-Minute Video or In-Person Coaching Sessions per month
  • Goal Setting / Life Plan Exercise
  • Net Worth
  • Customized Zero-Based Budget & Accountability
  • Customized Get-Out-Of-Debt (GOOD) Plan
  • Debt Payoff Tracker
  • Customized Automatic Bill Pay System Set Up
  • Customized Paycheck Plan
  • Cash Flow Management
  • Habit Coaching
  • Ongoing Email/Text support

Grad Gift Special

$100

This package is ideal for young adults just starting out in life. We teach basics of personal finance and debt and create with them a budget and financial plan.

  • A Financial Dashboard including Net Worth
  • Zero-Based Budget for now & for the future
  • Student Loan / Cash Flowing College Plan
  • Cash Spending System & Habit Plan
  • Automatic Bill Pay Plan
  • Strategic 1, 3 & 5 year Financial Plan w/ Action Steps
  • 30 days of Email/Text support

Check Up

$125

Ideal for former clients who have had major or minor changes to their budget, income or stage of life and need a one-time check in, coaching & encouragement.

  • One 60-Minute Video or In-Person Coaching Session
  • Budget Check Up
  • Strategic Plan Analysis
  • 30 days of Email/Text support

Group Coaching

$30

Ideal for clients who have mostly mastered the financial basics we teach but would like continued coaching, encouragement and accountability.

  • Four 60-Minute Video Group Coaching Sessions per month.
  • Budget advice, accountability
  • Debt Payoff & Savings Trackers
  • Community of like-minded individuals on the same journey
  • Ongoing Email/Text support

Your plan to financial peace is this:

1. Decide

 Decide you’ve had enough and you’re ready to change your story.

2. Commit

If you’re ready, click your preferred option above. If you want to find out more first, fill out the form below & we will call to chat and develop a plan for success.

3. Succeed

We’ll work your plan together until you’re confident and on the road to success.

To get started, schedule a free 15-minute coaching call so we can chat about you and how we should work together!

Our Awesome Numbers

$500K

debt paid off since April 2020

73

credit cards cut up

4

houses paid off

21

vacations fully funded

Rating: 5 out of 5.

“Financial Discipline”

If you’re looking for someone to get you financially situated or have financial balance in your life these are the ladies to work with. You can’t go wrong when working with them. They will provide you with financial discipline and balance.

LaReesa

Rating: 5 out of 5.

“Focused & not stressed”

Thanks to months of learning how to manage finances, I can keep focused and not stress out during these uncertain times. So much debt has been eliminated that I don’t have that “extra” looming over us and instead can simply stick with the budget we’ve created and feel more than comfortable with our finances. Thanks to the emergency fund we have created, I feel great knowing that if things do get sticky, we’ve got backup!

Jessica

Rating: 5 out of 5.

“Light at the end of the tunnel”

I have been a mess financially most of my life. I do not feel judged and always feel encouraged towards these major life goals I never thought were possible but now I am able to see the light at the end of what was seemingly a very long dark tunnel. I feel supported in every way imaginable.

Kristal

Let’s do this!