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Transform Your Financial Future with my
Expert Financial Coaching Program
Designed for individuals at all stages of life, from young adulthood through retirement, I, Chad Plettl, provide financial coaching focused on budgeting, saving, and investing. My approach helps you gain clarity and confidence with your money, so you can worry less, make informed decisions, and use your finances to support the life you want to build.
Tailored financial strategies designed to fit your unique goals, lifestyle, and financial situation.
Build a strong financial foundation to support long-term stability and future growth.
Develop practical budgeting, saving, and investing habits you can confidently apply in everyday life.
Create clarity and alignment around your financial goals, helping you make intentional decisions with your money.
Gain peace of mind and financial confidence with expert guidance from Chad Plettl.
Meet from anywhere with flexible virtual sessions designed to fit your schedule.
A seasoned expert in navigating the complexities of financials for businesses and individuals.
A Passionate Entrepreneur
Driven by a dream of living differently and a passion for helping others achieve the same, Chad founded CP Financial Services in 2017. His entrepreneurial spirit and dedication to client success have made him a trusted partner for small to medium-sized business owners.
Experience and Expertise
Over 16 years of experience in accounting and financial services.
Services he offers:
-Bookkeeping
-Payroll
-Business Setup
-Cost Reporting
-Financial Coaching
“Chad helps you get through everything so you have peace of mind that you're being financially stable. He’s very prompt, courteous, polite, and respectful. He is also very good at researching and explaining so you can understand some of the technical things most people don’t understand.”
“Chad has been very helpful. I don't have the time to juggle everything and financials aren't my strength, so I knew it was time to get help from someone smarter than myself. I know Chad from a BNI group, and I have gotten to know, trust, and like him. My life has been less stressful since having Chad help me.
“Chad has helped me save money on taxes, streamline my bookkeeping processes, and make informed financial decisions. I have recommended him to several of my colleagues and friends, and they have all been equally impressed with his work. He truly cares about his clients' success.”
The Financial Coaching program is structured into five sessions over four months, with two meetings in the first month to kickstart your journey:
Initial Strategy Session: Understand your current financial situation and define your goals.
Budgeting & Saving: Develop a customized budget and savings plan.
Debt Elimination: Learn strategies to eliminate debt and free up more income.
Investing for the Future: Discover investment options that align with your goals.
Review & Plan Forward: Assess progress, refine strategies, and set long-term plans.
