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Dan Ockey Financial Coaching

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Service type
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About
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

8 years in business

Business hours

Sun12:00 am - 11:59 pmMon12:00 am - 11:59 pm

Payment methods

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

Social media

Facebook

Services offered
Service type

General financial planning

Retirement planning

College planning

Home purchase

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media
Projects and media
Reviews

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

Very good 4.6

20 reviews

5

90%

4

0%

3

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1

10%

Read reviews that mention:


pro avatar
Kyle K.

Feb 15, 2023

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
pro avatar
Ashley r.

Aug 13, 2022

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
pro avatar
Shae D.

Jan 29, 2023

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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!
pro avatar
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

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