Written by Jim Loscheider (Elder) on July 14, 2023.
We have some good news to announce. On June 29th, I finished the Ramsey Solutions Financial Coach Master Training. This training is designed to help Alliance offer a world-class financial coaching ministry to confidentially come along side of individuals and couples who are seeking to better manage their finances, or seek a second opinion to wisely make financial decisions.
This training, involved 15 lessons that had 5-6 chapters each. Following each chapter, and then following each lesson, participants had to take tests to help validate what had been learned. In addition, there were group coaching calls with 20-25 other individuals studying from all over the country. It was a wonderful learning experience.
The key takeaway from this is that I’m now a “Ramsey Solutions Master Financial Coach.” The role of coaches is to understand the situation, provide helpful information and insights, and to inject hope. We are working on developing a team of Ramsey Solutions Master Financial Coaches at Alliance and have several either already enrolled in the training or beginning the training this fall.
Here’s a small snapshot of what the training involved:
Essentials of Coaching
- Seeing finances from God’s perspective
- How to get to the root of financial issues that people face
- How to be a guide
- Long- and short-term goal setting
- How to encourage, inform, and assist in the design of an action plan that clients can engage with
- How to coach different personality styles
Coaching in Crisis
- How to navigate student loans, bankruptcy, and foreclosures and seek out professional legal and tax help when needed
- How to provide options without emotion
- How to inject HOPE into a hopeless situation
Life Planning
- How to protect clients’ futures (using insurance professionals, and estate planning professionals)
- How to think and pray about what a Christian legacy looks like and then put the plan together.
Having facilitated Larry Burkett’s Financial Freedom Seminars, Ron Blue’s Master Your Money classes, and most recently, Ramsey Solutions Financial Peace University, I’m humbled by the resource I can now be in serving at Alliance and in the community. Given the fact that 70% of people live paycheck to paycheck, there’s ample opportunity to help and serve.
My official title is: “Ramsey Solutions Master Financial Coach.” I’m praying that the lord will raise up additional people who can be trained in a similar fashion and join the Alliance team. If you’re interested in a conversation or wish to learn more about this ministry, you can reach me at loscheider.james@gmail.com.
Have a blessed day!
Wise Financial Resources was launched in August of 2022 and provides curated resources from various trusted Christian authorities/experts at our church. Our prayer is that you find Godly advice and wisdom to make wise financial decisions