Provider Directory

About our Network Providers:

All of our network providers have gone through our due diligence process including a criminal background investigation, license disciplinary history, and reputation check. While our background investigation is thorough and can give you peace of mind, it should not be taken as a guarantee of quality, reputation, or results you may see.

You Define Wellness is not insurance, nor a replacement for medical insurance.

PLEASE NOTE: We are making changes to our provider directory; categories below are not complete. For the most accurate results, use the search fields at right.

Financial Guidance LLC

Financial Guidance LLC
Kimberly Phalin
Based in Waunakee, WI
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ABOUT US:

I bring 20 years of experience in the accounting field from business budgeting and financial analytics, as well as being a graduate of the Financial Coach Master Training with Ramsey Solution. I also hold my CPA license within the State of WI, and work with individuals/families to develop personalized plans to guide them to financial freedom.

WHAT GIVES US JOY ABOUT THE WORK WE DO: I feel that everyone deserves to not have financial burdens hanging over their head. Helping individuals/families reduce their stress by achieving financial freedom is very rewarding.
Licenses Regulated by State: CPA
Education: Bachelor of Business Administration - Accounting
Professional Certifications: CPA
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COMPLIMENTARY SERVICES: Complementary 30 minute initial phone call or webex consultation
SERVICES OFFERED: For the Employee Wellness Benefit Plan...
Financial coaching session by the hour: $90/hour + 1 YDW code
3 month financial coaching package: Ask provider for details
6 month financial coaching package: Ask provider for details
12 months financial coaching package: Ask provider for details
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HEALTHY LIVING SAVINGS CARD - Discount offered: 10% off financial coaching services with Healthy Living Savings Card, not to be combined with any other discounts or special offers.
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We help / support clients with...: Financial freedom, Stress
Our training includes...: Financial/Money Coaching

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Listing Title: Financial Guidance LLC

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