FREQUENTLY ASKED QUESTIONS
A cash flow strategist is someone who comes alongside you to help you get your finances and spending in alignment with your goals. A financial coach doesn't tell you what your goals should be but instead helps you define your goals, create a plan to reach them while keeping you accountable along the way.
We meet our clients virtually via Zoom. This allows us to work with clients all over the country. It also saves both of us the drive time needed for in-person meetings making them more efficient for all of us. Isn't that great?!
We will help align your spending with your goals in a way that allows you to know where your money goes before you spend it. This reduces stress and can free up finances for all those goals and dreams you are funding with your financial advisor. We do not sell financial products, we work solely on personal spending. We help you get clear on where your money is going so you can put it into a plan with a financial planner.
Ideally, yes. However, if only one of you does most of the heavy lifting when it comes to managing your finances, we can work solely with that person.
We say that ideally, we'd want both parties involved because one of the biggest benefits to our programs is getting on the same page as your partner when it comes to managing spending. That may look like your partner attending only some of the program meetings, but not necessarily all of them. We want to do what's best for you and your partner and are committed to making it worthwhile for you both.
We can help people of all income levels. The highest impact is made to clients who make 150,000+ a year. There are incremental changes that people of any income level can make to have an impact. Best value you of our programs you should make
You can expect to spend less time spent on finances, stress less about them, and communicate better with your partner on this topic. You'll have a full understanding of where your money is going, an advocate that you trust and can count on along with predictability in your spending which equals confidence in your finances. You'll walk away with solid solutions for emergencies, debt reduction, and new habits to keep you on track.
When getting started with us, you can expect to spend 1-3 hours per week. This time is spent working with us, and working on the new habits we are helping you form. By the end of the program, our clients average 1 hour a week.
Absolutely not. The whole point of our programs is to put you in the driver's seat. We only help navigate to get you where you want to go. We make suggestions along the way to align your spending habits with your goals, but in the end, it's all up to you.
In short, yes. There is a software subscription that requires an additional annual cost. This cost is not included in our program pricing as it is a tool we hope you will use for many years after working with us.
Our clients come to us for different reasons, so your 'why' is likely very specific to you - and we will work to make sure we understand and plan around your 'why.'
What we can say is that most of our clients' "why" boils down to one of three reasons:
- They've tried budgeting in the past and failed to stay on track creating stress for themselves and their partners.
- They're not sure where their money is going every month and need to gain insight into it so that they can be proactive instead of reactive with their spending.
- They want to optimize their monthly spending so that no dollar is 'wasted.'
You certainly can! However, when you're the one who got yourself into the financial place you are, you tend to get yourself back there faster and have a harder time seeing the roadblocks. There are great benefits from working with our team, they have the knowledge and expertise to help you with new skills and habits to keep you on track even when you're done working with us. We cut down the stress and anxiety of trying to figure it out and get you to a place of success quicker by cutting down the learning curve so you can focus on achieving your plans and goals.
There is no magic age to work with us, it's really when you are ready to make a change in your mindset and form healthy habits around your finances.
That's okay. In fact, some of our clients don't quite feel ready when we start working together. There is never going to be a perfect time to start getting your personal finances mastered. If you wait for the right time, you'll be waiting forever. We offer stress-free, judgment-free financial mastery that guides you to being the super-star with your finances.
If you still feel like you may not be ready to work with us, sign up for our newsletter and stay in touch so that when you do feel closer to ready, you've already got a leg up on knowing who we are.
GPS offers an honest, judgment-free consultation we like to call the "get acquainted meeting". In this meeting, we talk with you about your goals, current situation, and obstacles to assess the best path for you. If we don't think it's the right time to start working with us, we will provide you with resources, referrals and touch base with you in the future. We are focused on what is best for you, and won't proceed with our program if we feel you won't benefit from it.
Get Priorities Straight helps you establish financial integrity, develop innovative personal spending and savings habits to gain financial peace of mind. GPS was founded out of a passion for positively influencing individuals, couples, and business owners’ lives by helping them transform their relationship with their personal finances. Our comprehensive processes and tools give you clarity and insight into your financial situation so your funds support the priorities and values that drive you. You will gain control, reduce stress, and enjoy more of what life has to offer.
We start with you and your goals by having a judgment-free conversation to assess what your goals are, and what we believe the outcome would be from working with us. From there, we will determine if working with us will be beneficial to you and take the steps needed moving forward.
We do! We believe that getting to know each other before starting any of our programs is the most beneficial to all parties involved. Our Free Consultation is held with our CEO/Founder Doug Peterson and lasts for 1-hour.
We do! Currently, we offer 4 different programs; Discovery, GPS 10-Week, Personal CFO, and Business analytics. Each program also comes with services you can add on. Our programs work hand in hand with your goals and we customize them to make sure you are getting everything you need out of your time with us.
Yes, we can! We bring years of knowledge and expertise to debt reduction with lots of great options customized for each situation.
Yes! We have helped many couples get on the same page with their finances. This reduces overall stress and allows couples to really focus on having their money work for them toward their goals and dreams.
Our proven strategies help you get clear on your spending. By creating an intentional spending plan, we can show you how to reach your financial goals.
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