Vicki Merritt Financial Coach

SPEND YOUR LIFE LIVING

Spend your life living

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We don't think you should have to wait to live a full, happy life. Tomorrow doesn't mean the distant future. It means, well, tomorrow. Sixty years from now is the future, but so is sixty seconds from now. And we're here to help you make the most of all of it. Because when you're in control of your money and start realizing your financial goals, planning looks less like planning and more life living

Here to help you take the first step

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Talking about finances can be overwhelming, so our coaches are here to help simplify the conversation. Here's what else you can expect when you work with one:


A judgement-free, pressure-free environment

A partner who understands your big picture

Jargon-free conversation

Answers to the questions you have, and ones you never knew you had

Help seeing your financial blind spots and ways to account for them



Making & Meeting Goals

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ARE YOU.........

  • Facing Crisis Situations Experiencing Any Life-Changing Evens?
  • Entering Wealth Building or Retirement Mode?
  • Looking For Individual, Private, One-On-One Coaching?


Many situations require one-on-one personal coaching. In order to evaluate your needs. I offer a free 60 - minute consultation. I promise no pushy sales and I do not sell investment products or insurance. If a coaching relationship is desired we will take a look at that. Either myself or a member of my team will reach out to schedule a session. 


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How to make the most of your first conversation

1.)  Have your financial information ready so your coach can learn about where you are today.

2.) Bring a list of any financial concerns or questions so your coach can help determine your best next step.

3.) Think about where you want to be in five to ten years, and how you would like to live in retirement.

4.) Take the next step. We'll help you make a plan perfect for you, designed to take you to your next goal. And the next.

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About Me

  

Vicki has been in the financial industry for over 30 years. She has also worked and mentored several families and individuals in personal finance and small business, including cash flow management and debt reduction, by providing practical knowledge and developing plans to empower and give hope.


Giving freedom to her clients that comes with having no obligations for things you cannot afford to pay cash for. She has the heart to serve and is passionate about seeing people set free from the bondage of debt and giving them freedom to live the life they deserve and to give back as well.


Teaching her clients priorities, delayed gratification and living below your means to have the life you have always wanted. 


Vicki is a Financial Peace University coordinator at her local church and has volunteered in various community organizations.


Where there is no revelation, people cast off restraint; but blessed is the one who heeds wisdom’s instruction.

Proverbs 29-18


Vicki Merritt

Ramsey Solutions Master Financial Coach

Ramsey Preferred Program

TESTIMONIAL

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“I finally reached out because I felt an obligation to better manage my money and pay off my mortgage. I fearfully took the leap of faith and trusted the process that Vicki teaches.”


Jeremy Manlief

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"We thought that we could manage our money. Boy, were we wrong! The accountability and structure is what was lacking. Now, we're able to see our dreams come true.”


Phil & Rosie Dennis

Contact Me

Request A Consultation

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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Vicki Merritt Financial Coach, LLC.

Indiana and Florida

(317) 995-2721 or (941) 218-0298

Hours

Monday - Friday: 9am - 5pm Saturday: By appointment Sunday: Closed