Financial Coaching 

Ready to tackle the anxiety and emotions preventing you from being succesul with your money?

The 7 Baby Steps- A Proven Plan

We believe if you want to win with money, you can’t do what you have always done.  You need a plan that works.   The 7 Baby Steps work because it is a clear path to know where you are and where you are headed next.   It is not a simple fix to making you wealthy, but we believe if you follow each step in order and with great focus and intentionality it will change your life.  As a Ramsey Master Coach we are your guide to helping you be succesful in your plan.  As a Fee Only CFP® we can also help you implement some of the planning to provide an end to end approach to help you stay on track for the long term.

What Is A Financial Coach Master Training?

A Ramsey Solutions Master Coach Trainer is an professional in your area that has  completed Mastery Training in Coaching of Dave Ramsey’s 7 Baby Steps.

Why Use A Financial Coach Master?

Master Coaches have taken specialized training and share the same philosophies with you that Dave teaches on the air everyday. Dave’s team has trained them to work serve his listeners with great customer service and with the heart of a teacher.

A Refreshing Twist on Financial Planning & Asset Management

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals. We are very confident in our services so we list our prices so they are easy to see. Click Here to see our Transparent Pricing

I Care About Your Future

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Who Is Dave Ramsey?
Dave Ramsey is a personal money management expert, an extremely popular national radio personality and best-selling author of The Total Money Makeover. In his latest book, a follow-up of his enormously successful New York Times best-sellers Financial Peace and More Than Enough, Ramsey exemplifies his life’s work of teaching others how to be financially responsible, so they can acquire enough wealth to take care of loved ones, live prosperously into old age, and give generously to others.
Image displaying Fee Only Raleigh Financial Planner Mark Kelly, Founder of University Financial Strategies

Would You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?

We Help Families & Individuals Create Financial Plans For Success.

Mark Kelly, Certified Fee-Only Raleigh Financial Planner™

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Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.