Our coaching starts with, and focuses on, your dreams and goals, and we will give you the knowledge, tools, clarity, and motivation you need to get where you want to go!
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Are You Struggling With:
Living paycheck to paycheck?
Wondering where all your money is going?
Having hope for the life you want to live?
Using credit cards to keep up with expenses?
The stress of digging out of debt?
We Can Help.
We believe in a coaching approach to financial freedom because you have to be in the game, making decisions, and building the habits that lead to your freedom. We are here to equip you and help you get there.
Every coach on our team has the same goal: to help you create a strategy that will eliminate your debt, increase savings, and build wealth on your time line and according to your families dreams and goals.
Every single one of our coaches has been, and is being coached. This isn't just a job to us...it's our ministry. Your financial freedom is the foundation for peace, and of you living the life you were meant to, and want to, live.
Our founder and CEO, Rudy Upshaw, has been helping individuals, families, and business owners achieve financial freedom for over 30 years. Our team has helped dozens of clients see a brighter future as well. Check out how we were able to help the O'Donnell's!
My husband and I have just finished up our first six months of personal financial coaching and I must say that it has been worth every penny invested. Rudy is such a kind, intentional and respectful coach who isn’t afraid to speak the hard truth with love and grace. Coaching with Cross Shield Strategies has helped us improve our financial future and most definitely our marriage. We are reinvesting for another six months of coaching and couldn’t be more excited.
- Amanda O'Donnell
Our Coaching Process:
1. Free Consultation
We want to make sure we have the right coach for you! That's why you'll start with a risk free consultation to learn more about where you're at, and where you want to go.
2. Goal Development
We will invest time to discover, and rediscover your dreams and goals in life, which will give you, and us, a stron "why" for your coaching journey!
3. Strategy Creation
After your goals and dreams are clear, creating a strategy will ensure we take the right steps to get you to your definition of financial freedom!
4. Executing Strategy
This is where we dig our heels in the ground, put our hands to the plow, and become partners for you achieving financial freedom and peace!
5. Financial Freedom
Finally, you get to enjoy the fruit of your work! Your budget is now working, you're building wealth, and you're excited about dreaming even bigger!