Dan Ockey Financial Coaching

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Introduction: Hey there! 👋 I've coached 1000+ clients on their personal finances. I am a Budgeting/Personal Finance Coach. I focus on helping couples achieve financial peace: -Debt Freedom -6 Month Emergency Fund -Investing 15% -Buying their first real estate property/home -Setting up, implementing, and using a money system that works -Accountability

Overview

Hired 17 times

Background checked

2 employees

6 years in business

Payment methods

This pro accepts payments via Credit card, PayPal, Stripe, and Venmo.

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Facebook

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8 photos

Reviews

Customers rated this pro highly for value, work quality, and professionalism.

Very good 4.5

15 reviews

5

87%

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Read reviews that mention:

Kyle K.

Feb 15, 2023

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Hired on Thumbtack

Dan is a GODSEND! After meeting with Dan and putting TRUST and COMMITMENT, you truly see the change, regardless of your socioeconomic status. My partner and I have tried so many methods to achieve our financial goals, and nothing seemed to work. After meeting with Dan and what he taught us through weekly session and studying his modules, I was mind blown. I had to put work and effort to really shift my mentality and mindset, and importantly put trust into the work along with my partner- within several weeks, we were able to complete several of our goals we didn’t know it was possible! I truly recommend Dan. He is caring, incredibly knowledgeable, and super chill to work with. I have already spoke to few of my dear friends about him. So Dan, you’ll be getting referrals from us!!

Personal Financial Planning

Ashley r.

Aug 13, 2022

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Hired on Thumbtack

Dan is really great to work with! He makes the financial aspects that seem overwhelming for me, more manageable. I'm excited and feel like I came to the right place to have a better financial future.

Personal Financial Planning

Shae D.

Jan 29, 2023

If I could choose all 5 I would! I feel very lucky that I get to work with Dan. This financial course came at a time when I needed it most. I felt like I had finally hit rock bottom and was very frustrated with my finances. After learning more about this course, the testimonials I had read, and hearing Dan and Kay's own personal journey, it resonated with me and felt right. I'm so grateful I took the leap to pay down my debt. I now know where all of my money is going and I'm credit card debt free!!!! By the end of 2023 I will have all of my debt paid off! Dan is an excellent coach and I HIGHLY recommend this course. It's nice to have someone in your corner cheering you on every step of the way. The visual roadmap he's created helps me to stay disciplined and reach my goals faster. Dan breaks everything down, so you can understand every step. I cannot say enough good things!

Avery M.

Nov 15, 2022

I can't begin to describe how much me and my family's life has changed since starting this program. Having recently bought a house and having a baby, my wife and I were overwhelmed by the increase in monthly expenses and bills. We booked with Dan to get a better hold of our finances and he's far exceeded our expectations - prioritizing road maps, emotional health, goals, and discipline. Thanks to Dan's approach to finances, we've went from pulling from savings every month to putting away more than we ever have. The peace of mind and confidence that have resulted are priceless - and we're just getting started! This program is helping me and my growing family set ourselves up for financial independence. Thank you Dan!

Linda D.

Nov 10, 2022

I have had an excellent experience with Dan's financial coaching. It is an exceptional value for the professional coaching I receive directly from Dan. I have learned a tremendous amount about the proper way to budget. But beware, this is not a quick fix--this is about behavior modification that will change your life if you follow Dan's steps. I highly recommend this program to anyone serious about lifestyle changes who want to see significant improvements in their financial goals.

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Daniel Ockey

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on our program - which we base on your financial situation. It doesn't make sense to charge someone tons of money when they're trying to pay off debt and save. We base our models on affordability based on situations to find something that will actually help our clients get ahead.
What is your typical process for working with a new customer?
Step #1: Get on a call with us or a member of our team, to better learn about your situation and our process. Step #2: Determine if it makes sense to work together Step #3: If yes, we'll give you access to our online courses, set a weekly time to work together to keep you accountable, and stick with you until you don't need us anymore.
What education and/or training do you have that relates to your work?
I'm a regular guy who made a bunch of dumb money mistakes and had to learn how to get out of it. (We ended up paying off $20,000 of debt in six months as college students.) Since then, we've taught over 1000 people the systems we used to get out of debt, save a six-month emergency fund, buy a house, and invest.

Dan Ockey Financial Coaching

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