Financial Coaching

In 2019 CNBC put out an article that read 75% of American’s manage their own finances, with no help from a professional or service. Is that working for you? Americans are delaying retirement and they are not reaching their full potential financially because they don’t have a plan to make the most of their money.

We help our clients develop a clear plan to organize their money, increase their cash flow, eliminate debt and get on their path to financial freedom. Our role is to help you overcome any obstacles that will inhibit you from reaching your goals.

If you are on a journey to financial freedom, you will need to be able to answer these questions:

  • Are you tired of living paycheck to paycheck?
  • What does financial freedom look like for me?
  • How much money do you think you will need to reach this goal?
  • Do you feel what you are doing will get you where you want to be?
  • Would you like to learn more about living debt free and making your money work for you?
  • Have you invested in building a strong credit score?



  • They need a clear plan to organize their Money
  • They want to eliminate Debt
  • They want to get on a path of financial freedom
  • They need Encouragement and Accountability

At Above & Beyond Insurance and Financial Services to “go the extra mile for you” means:

  • FREE NEEDS ANALYSIS. We take the time to understand every client’s needs and work hard to provide the best possible insurance solution for the best value.
  • EXTRA-ORDINARY SERVICE. We take pride in exceeding the expectations of our clients by providing superior communication, quality service, and delivering the ultimate, exceptional experience.
  • WE GIVE OUR CLIENTS OUR CELL PHONE NUMBER! Access to your agent at your fingertip.
  • EXCEPTIONAL RESPONSIVENESS.   We respond as soon as possible to client inquiries–most of the time within minutes.
  • TECHNOLOGY. We partner with companies that are innovative and remain on the cutting-edge of technology, so our clients may have the convenience of accessing their policy information at anytime, anywhere, any place.
  • FINANCIAL WELLNESS. We educate and work collaboratively with clients to bring order to their financial life and to achieve their dreams and goals, as they navigate through the different fiscal stages, such as eliminating debt, asset protection, and retirement planning.
  • WE CARE. We go beyond insurance and provide clients with an experience that they will appreciate and services that will help clients improve their cash flow and build personal wealth.
  • PARTNERSHIP. Our referral partners will assist our clients with all their real estate needs, such as, buying, refinancing, and investing.

Above & Beyond Insurance and Financial Services is a full-service insurance agency providing Financial Coaching services to Chesapeake, VA, Virginia Beach, VA, Norfolk, VA, and all of the Hampton Roads area. Call or visit us at our office today.

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