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Join the TribeStart with 50 after offering a service.

Financial Coaching


50 per session Virtual OK

Most people know their income but do not have a complete sense of their expenses, leaving them to wonder all too often "Where did my money go?" We find ourselves taking on enormous amounts of debt, being unable to save for the future, and blind as to how to correct it all. This behavior leaves us frustrated, depressed, and feeling lost or even hopeless in regards to our financial future.

I want you to be happy, financially secure, and able to do the things you want to do - wisely. After this service, you will be able to: track your income and expenses, intelligently adjust your family budget, make solid financial goals, and have a plan to eliminate debt. I will not (cannot) sell you any insurances, investments, or securities. My only goal is to give you visibility and control of your own finances.

I will help you come up with a budget plan for your monthly income by providing one-on-one coaching. I will teach you the tools and offer templates for you to become financially intelligent. We will make financial goals together for you and your family - go on a vacation, get out of debt, save for a home. When we are done, you will have a clear path to financial stability and prosperity.

Training & Qualifications

I have been offering this service for years, but officially opened my doors for business in 2018. I have an MBA from the "Best in the West" University of Utah, a BA in Economics from BYU-Idaho, and have been doing professional project budgeting for six years. I have attended multiple personal finance courses and I practice what I preach.

Availability & Preferences

Most evenings

Trading Preference: I’m flexible, just hit me up!

Reviews of Jacob

Erik received session of Financial Coaching from Jacob
Jan 30, 2019
He’s the light in this area of darkness.
Inactive User
Inactive User received session of Financial Coaching from Jacob
Feb 14, 2019
Great advice and a wealth of knowledge!
Ken received session of Financial Coaching from Jacob
Jan 30, 2019
Wow! I cannot say enough about how valuable Jacob has been with my financial growth. We have been working for a couple of weeks, and I can already some of the significant changes that Jacob has helped me with. I would recommend Jacob to anyone looking to get their finances in order. show more
Inactive User
Inactive User received session of Financial Coaching from Jacob
Dec 17, 2017
Jacob is professional and thorough in his process. He is very friendly and nice to work with!
Ben received session of Financial Coaching from Jacob
Dec 05, 2016
It is said that true intelligence is the ability to take any topic and be able to explain it so that a child can understand it. While I know a thin...g or two about investing and home finance I do have some blind-spots: Jacob was able to talk in-depth about some topics and then go high-level on some things i've hadn't considered before. Would def. do business more
April provided unit of Random Blue Ray Movie for Jacob
Dec 08, 2016
Jacob was a pleasure to deal with. Made a great deal! Enjoy your Blu ray!
Ben provided unit of Your dream Disney Vacation for Jacob
Dec 05, 2016
Jacob is easy to work with and very willing to learn and collaborate with. Working with him actually made my idea for his families vacation even bette...r because of his team work. Would love to do business again!show more


Join the TribeStart with 50 after offering a service.

About Jacob Tolman

I have experience in the fields of international business, renewable energy, project management, product analysis, business analysis, and website (mobile/desktop) development. By learning time managem...ent and budgeting skills, I have played key roles in product management, team leadership, market expansion, and helped design impactful customer loyalty programs. My research has gone to create opportunities for international investors, drive the development of public policy, and has been awarded for its creativity and originality. My goal of life-long learning is now focused in pursuing graduate education, then to a career in corporate social responsibility with emphasis in community investment and sustainability. show more

Open to other proposals
Jacob Tolman is looking for:
  • Website Consulting
  • Graphic Design
  • Learning
  • Business
  • Gardening
  • Experiences
  • Personal Training
  • Fitness
  • Entertainment & Performance