No matter where you are in your financial freedom journey, CIOC has a service that can help you take it up a notch. Whether you are looking for personal coaching, online programs, or educational workshops, we’ve got you covered. And with a wide range of investment levels, you’re sure to find something that will suit your needs.
 
COACHING
Personal coaching services are available for individuals, couples, and small businesses. Every new coaching client must first enroll in a Discovery Session in order to determine the best course of action. Clients are allowed (and encouraged) to engage in the group services and workshops prior to or in conjunction with personal coaching, but it is not required. Enrollment in other services, however, will NOT take the place of the Discovery Session.

PROGRAMS

Monthly Hands-On Application: Personal
This is designed for clients who desire a little extra hands-on application of the plan we set in place but ultimately plan to take over the tasks. On each client pay period, a coach will meet virtually with the client to help allocate every dollar of their paycheck to ensure that the client meets the goals they set out to meet all while fulfilling their financial obligations and maintaining a positive balance.
 
 

Monthly Hands-On Application: Business
Similar to the personal hands-on application, but geared specifically to your small business, this is ideal for direct-sales/party-plan business owners as well as small start up businesses.

Personal Money Assistant
There are many people who are not detail oriented and would rather delegate the day to day tasks of managing and paying bills to someone who is. However, because the philosophy at CIOC is that you understand the reasons behind your spending decisions, the first few months of this service will require increased client participation to ensure that the will of the client is being done.

3-mo, 6-mo, & 1-yr All-inclusive Programs
Real change requires many things, but THE MOST IMPORTANT ingredient to creating long-term change is CONSISTENCY. These all-inclusive packages will provide you all of the tools, support, accountability, and consistent hands-on help necessary for you to create sustainable, long-term change, resulting in unthinkable results!
 
WORKSHOPS
Throughout the year, CIOC will offer workshops on different topics. Because personal finance tends to touch all areas of our lives, we will sometimes collaborate with other trusted experts as well! Most workshops will be held in person but live streaming options may be available to non-local clients. If you have suggested topics and/or experts that you would like to see collaborate with CIOC, please submit your suggestions via the contact link.