Listed below are some of the topics typically addressed in Financial Coaching. After learning about your history, your current financial situation and goals, we will develop a coaching plan designed specifically to help you get where you want to go. Along the way we will take time to answer any questions you have and address specific financial issues you may find particularly challenging.
Understanding Stewardship
Understanding financial responsibility
Developing a personal financial statement
Understanding net worth
Building an emergency fund
Setting financial goals
Building a budget we can live with
Getting out of debt
Developing an eternal perspective on Money
Tithing & giving generously
Improving your credit score
Sinking funds
Saving for larger purchases
Managing financial risks
and more
Coaching
Tax Planning and Tax Return Preparation
An added benefit of using our Coaching service, is that we can also provide Tax Planning and Tax Preparation services. We are able to offer these additional services because Jerry Trask, in addition to being a Certified Christian Financial Coach, is also licensed by the IRS as an Enrolled Agent and has many years of experience preparing tax returns for corporation, small businesses, non-profit organizations and individuals. He has also worked with the IRS to resolve tax issues for many people and businesses. We kindly encourage all of our Coaching clients to take advance of this opportunity to have your tax return professionally prepared.
What is an IRS Enrolled Agent ?
An enrolled agent is a person who has demonstrated technical expertise, professional ethics, and earned the privilege of representing taxpayers before the Internal Revenue Service in all 50 states.
The Enrolled Agent License is the highest credential the IRS awards.
An Enrolled Agent is a Licensed Tax Professional.
