Frequently Asked Questions
Financial Essentials is a financial education and coaching platform designed to help individuals, families, and business owners gain clarity, confidence, and control over their finances through practical guidance, personalized strategies, and ongoing support.
We work with individuals, families, entrepreneurs, and small business owners who want to improve financial habits, build wealth, reduce debt, prepare for retirement, and make informed financial decisions. We also offer specialized services for high net worth families that have particular needs in tax strategies and estate planning goals.
We focus on financial education, coaching, and strategy. Depending on your needs, we may also connect you with licensed professionals for investment, insurance, tax, or legal services when appropriate.
Our services may include financial coaching, budget and cash flow planning, debt reduction strategies, retirement planning guidance, small business financial education, credit improvement education, financial literacy workshops, wealth-building strategies, and insurance and protection education.
Yes. When appropriate, we offer personalized financial coaching sessions tailored to your goals, challenges, and financial situation.
Most services are available virtually, allowing us to work with clients nationwide. In-person meetings may be available in select locations.
Simply contact us through our website or schedule a consultation. We’ll discuss your goals and recommend the best next steps.
Pricing varies based on the type of coaching or program selected. We’ll clearly explain all costs before you commit to any service.
Yes. We offer an initial consultation to learn more about your needs and determine how we can help.
Absolutely. We help clients build realistic budgets that align with their lifestyle, income, and financial goals.
Yes. We provide education and strategies to help you understand credit, improve habits, and work toward stronger credit health.
Yes. We help create practical debt reduction strategies designed to improve financial stability and reduce financial stress.
Yes. We take privacy seriously and handle your personal and financial information with care and confidentiality.
No. We do not sell client information to third parties.
You can schedule an appointment by contacting our team.
We focus on practical, personalized financial education that empowers clients to make confident financial decisions without judgment or confusion. We apply lessons from wisdom through ages, which when applied in this modern world, lead to comfortable, stress-free management of your financial future.
Our latest events can be found at https://myfinancialessentials.com/upcoming-events/.
You may follow us on the following social media sites:
Facebook: https://www.facebook.com/MyFinancialEssentials
Instagram: https://www.instagram.com/finessllc/
LinkedIn: https://www.linkedin.com/in/mark-stallsmith-2a686a241/
YouTube: https://www.youtube.com/@FinancialEssentialsLLC