Money stress is real. But so is your potential.
Start with a free 30-minute coaching session. Let’s rewrite your financial story…
Money can feel overwhelming...
Most of us were never taught how to manage money—and by the time life gets complicated—bills, kids, and credit cards—we’re left to figure it out on our own.
But here’s the worst part.
Our financial system is broken— not by accident, but by design. High-interest credit cards. Confusing terms. Bloated products with fine print. They’re not designed to help you win. They’re designed to keep you working until you drop dead. And the less you know, the more they profit.
Let's change that.
I’ll help you make sense of your financial picture and give you clear, actionable steps to reduce debt and build long-term wealth—all in a free, 30-minute Zoom call.
Sean Loomis | Financial Coach
Licensed Series 6, Series 63, and Life Insurance
Get clear, actionable steps to reduce debt, save more, and build long-term wealth—with a free conversation over Zoom. And don't worry. There's no pitch.
Here's What We'll Cover
Pinpoint What’s Working — and What’s Not - We’ll identify exactly where your money is slipping away, so you can start saving more today.
Tackle Your Debt Head-On -We’ll create a clear, step-by-step plan to tackle your debt, starting with high-interest balances like credit cards, medical bills, or student loans.
How To Free Up Cash – Learn simple strategies to instantly reduce unnecessary expenses and save more money.
Discover Your “Never Work Again Number” – This is the amount you’ll need to retire on your terms — and we’ll reverse-engineer a path to get there.
Uncover Money Principles They Should’ve Taught in School – like how to double your savings, what banks don’t want you to know, and the mindset shifts that can accelerate your path to long-term wealth.
Turn Financial Tension into Teamwork – We’ll discuss strategies to bring both partners on the same page, so you can build a stronger, unified financial foundation without the tension.
By the end of this call, you’ll have a clear, actionable plan for reducing debt, increasing savings, and getting on track for retirement.
Get a Free Financial Game Plan
I’ll help you work through your biggest financial challenges and lay out a clear, step-by-step plan to help you overcome them.
How it works
Book Your
Free Session
Schedule a free 30-minute Zoom call. We’ll walk through your current finances and outline simple, practical steps to help you move forward.
*Spots are limited and by appointment only.
Complete Your
Financial Snapshot
Once booked, you’ll get a confirmation email with a short form to fill out. This gives me a clear picture of your income, expenses, debt, and goals—so we can make the most of our time together.
Join Your
Zoom Call
You’ll get a reminder 24 hours before with a Zoom link—no downloads or setup needed. Just click and join at your scheduled time.
Get a Financial Game Plan
You’ll walk away with a personalized step-by-step plan designed to help you reduce debt, save more, and build toward your goals.
I thought I needed to make more money. What I really needed was a plan.
In 2016, my life was falling apart. My marriage had ended. My bank account was overdrawn. And I was facing a serious health crisis I wasn’t sure I’d survive. I had nothing to my name—and nothing to leave behind for my daughter but memories.
Friends tried offering solutions—complicated financial products full of fine print and jargon. But none of them could tell me how those products actually worked. I didn’t understand the financial world, and I had no idea where to begin.
One day, a couple sat down with me—not to sell me something, but to show me something. They taught me the basics: how saving, protecting, and investing actually work.
Those simple principles changed everything for me. I started rebuilding a life—and a future—I’m proud of.
Today, I love teaching people how money actually works so they can build a life and future they’re proud of too.
I believe that no matter where you’re starting from, it’s not too late to rewrite your story.
What My Clients Have to Say
Frequently Asked Questions
Curious about how this all works? You’re not alone. Here are some of the most common questions people ask before their free financial coaching session
What’s the catch? Is this really free?
Yes — the coaching is completely free. There’s no sales pitch. The goal is to help you understand your current financial situation and walk away with more clarity and confidence, no matter what you decide to do next.
If this is free… how do you make money?
Great question — and you’re not the first to ask! I don’t make money from these coaching sessions. They’re completely free and designed to be educational, with no pressure and no strings attached. I do hold financial licenses, so if it ever makes sense to talk about things like insurance or investments down the road — and only if it’s the right fit — I’m able to help with that. But this session? It’s simply about helping you understand your finances and feel more confident about your next step.
Are you going to try to sell me something?
Nope. This is not a sales call. It’s a conversation about your goals and current situation. If you’re ever curious about financial solutions we offer, we can talk about that later — but only if it makes sense for you.
Who is this coaching for?
This coaching session is for individuals or families who are ready to take real action on their finances. Not a good fit if you’re just looking for a freebie—this is a coaching call with a real strategy takeaway.
Do both spouses need to attend the session?
Yes — I kindly ask that both spouses or partners participate in the coaching session together. Finances affect the whole household, and it’s important that you’re on the same page. As the saying goes, “A house divided against itself cannot stand.” These conversations are most effective — and most meaningful — when both people are involved.
What is the 'Free Financial Game Plan'?
The Free Financial Game Plan is a personalized report that gives you a clear snapshot of your financial life. It highlights key areas—like budgeting, debt, protection, and savings—and outlines practical steps to help you reach your goals.
How long is the coaching session?
Each session is 30 minutes — just enough time to understand where you are, explore your goals, and discuss questions you may have.
Where does the coaching session take place?
The session happens over Zoom. Once you choose your appointment time, you’ll receive a confirmation email with the Zoom link and all the details you’ll need. Just click the link at your scheduled time — no downloads or special setup required.
How do I prepare for my coaching session?
After you book your appointment, you’ll receive a confirmation email with a link to a short form titled “Financial Snapshot: Before Your Coaching Session.”
This form is an important step—it helps me get a clear picture of your current situation before we meet. You’ll be asked to share some basic information about your finances, including:
Income and expenses
Any debts (like credit cards, loans, or a mortgage)
Current savings and investments
Financial goals or challenges you’re facing
It doesn’t have to be perfect—just fill it out as best you can. The more I know going in, the more focused and helpful your session will be.
What makes you qualified to give financial advice?
I’m a licensed representative with Primerica. I hold a life insurance license and a Series 6 investment license. I’m trained to help families understand money and create a custom game plan — no confusing jargon, just honest advice.
Is this part of Primerica? What is Primerica, anyway?
Yes, this is offered through Primerica — a leading financial services company that’s been helping families since 1977. Primerica is publicly traded (NYSE: PRI) and focuses on helping middle-income families become properly protected, debt-free, and financially independent.
What if I didn't get a confirmation email?
Sometimes emails end up in your spam or promotions folder — be sure to check there first. If you still don’t see it, contact me and I’ll resend it right away.
Can I cancel or reschedule my session?
No problem. Life happens! Just click on the ‘Reschedule’ or ‘Cancel’ link in your confirmation email.
Will my information be kept private?
Absolutely. Your personal information will never be shared, sold, or used. We only use your details to contact you about your inquiry or appointment. All submissions are handled securely and confidentially.
Primerica
Awards & Recognition
Have a quick question? Reach out here.
Educational Session:
This session is educational in nature and offered at no cost. No financial products or services will be offered unless requested. Sean Loomis is an Independent Representative with Primerica. Primerica is a leading provider of financial services. This site is independently operated and not an official Primerica platform.
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We collect your email to send helpful content and schedule appointments. View our Privacy Policy. Sean Loomis is an Independent Representative with Primerica. All product-related inquiries will be responded to through approved Primerica communication channels.
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Sean D. Loomis | Financial Coach
3900 Woodlake Blvd Ste 302 H
Lake Worth, FL 33463
Pick a Time That Works for You:
Select a time that works best for your free 30-minute coaching session. Once booked, you’ll receive a confirmation email with Zoom details
© 2019 Sean D. Loomis | All rights reserved