We can help you build financial vision for your life!
Develop Your Financial Resources!
At New Financial Vision, whether you need help with small business or family financial management, personal organization, developing a money spending plan, sorting through risks and rewards of financial opportunities or challenges, or need help identifying how to reach your financial and life goals, we have the experience, skills and resources to move most people forward. Significantly.
Founded by Bill Banks in 2009, this financial coaching practice builds from years of experience in the financial services industry, in residential general contracting, in pastoral ministry, and with dad and husband credentials complemented by a master’s degree in professional counseling. My focus is listening to you, working with you to identify the areas in your financial life that could be better, and helping you create a sustainable plan to accomplish your goals in each of those areas, over time, with encouragement and ‘focused intensity’, to borrow a phrase that describes how Dave Ramsey seems to approach all of life!
Professional Services
We offer a variety of professional services to help you achieve your financial vision. We can help you build a comprehensive small business financial management plan, organize your personal finances, develop a money spending plan or generate financial options for opportunities or challenges. We can help people and small businesses in most situations.
Individualized Programs
Whether you need a single session for a second opinion or multiple sessions to develop a long term financial approach to your personal or business resource management practices or ongoing accountability, we can help! Developing your financial vision is as individual as you are. We can help!
ROI
What is your return on investment (ROI) when you work with New Financial Vision LLC? Peace of mind is always our goal!
Over the years customers of many different income levels have experienced less stress, more confidence in their personal or business financial management, learned different ways to think about financial challenges and opportunities, and from our first two hour session alone, often discover ten or more ways to improve their financial situation, saving money, time and stress. If you are interested in these types of returns on your investments of time, nurtured effort and personal training, we can help! Call 720-301-0422 or email bill@newfinancialvision.com today to set up a free consultation.