Level Coaching

We teach money management skills for financial independence.

Our Fincert® certified Personal Finance Educators and Coaches can help you take control of your financial situation with effective money management skills.

Pay off
your Debts
Master your
Invest in
your Future


Level Coaching is one of the most valued companies in the industry, having over 15 years of experience inconsumer savings and financial wellness services.

We provide a wide selection of benefits and essential do ityourself financial guidance everyone can benefit from. We have helped thousands of people educatethemselves to pay off their debt, build wealth, and secure their financial futures.

Jason Bartlett
Chairman and CEO

Torrey Osborne

Nichole Miller

What we cover

Budgeting & Saving

Aim higher and spend wisely. We’ll analyze your immediate and future financial goals, then calculate precisely how much you should save. Moreover, we’ll guide you on where to allocate your savings for the best interest returns. Our mission? Crafting a budget that prioritizes your passions and eliminates unnecessary expenses.

Intention Setting

When you have clarity about your goals, your drive will surge. We’ll assist you in discovering your top priorities, and then design a financial roadmap to lead you there.

Managing Debt

Struggling with persistent student loans? Can’t overcome that credit card debt? We work with our partners to help people refinance their loans or enter a debt resolution program and finally take control of their debt.

Travel Savings Master

Your ideal getaway is within reach! Be it a honeymoon in Greece or a year-long global expedition, we’ll detail the expenses, devise a budget, and guide you on savings strategies.

Investment Guidance

While we don’t handle your investments directly (since we’re not financial managers and we won’t access your accounts), we are here to navigate you through the investment realm and assist you in choosing the services that align with your needs.

Credit Insight

We don’t directly monitor your credit (as we’re not a credit agency), but we’ll guide you through the intricacies of credit tracking and you’ll have access to your credit score with part of your membership.

What our clients say

Level Coaching Plan


Do you dream of being debt-free and financially independent?

Here’s how you can make it happen:

Describe your financial situation and goals


Plan your strategy with a LEVEL coach


Become financially independent with our guidance

Struggling to get ahead with your finances? Is credit card debt snowballing? We can help you manage your finances to achieve financial freedom!
Get on the path to become financially free.

Looking to improve your money management skills?

  • Welcome to Level Coaching Forums! Take a minute to introduce yourself and share what your financial goals are. Congratulations on taking the first step toward a brighter financial future. Did you know that only 30% of American households have a long-term financial plan, according to consulting company Gallup? The fact that you’re taking action to set financial objectives and find......

  • Most of us spend many years without budgeting and managing our finances in a structured and organized way. As a matter of fact, statistics show that only 32% of households prepare a monthly budget. If you started budgeting recently, it means that you have already created your first spending plan, a practical way to distribute your income among the many......

  • Freedom is a very subjective concept. Its definition doesn’t only change from person to person but also from area to area. Many have tried to define it legally, economically, philosophically, and spiritually. From a financial standpoint, some assume that being free equals being wealthy. Yet having more money isn’t necessarily synonymous with having more freedom. After all, even millionaires have......