9110 Alcosta Blvd Ste H 3080, San Ramon, CA 94582(925) 459-6325
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Coaching & Advisory Programs

Clear Structure.
Measurable Progress.

Choose the support that fits your finances, your business, or your workforce. Every engagement begins with a free 45-minute Clarity Call.

Book Your Free Clarity Call

Our Services

Three Ways We Help You Move Forward

Each program combines a practical structure, experienced guidance, and consistent accountability—so insight becomes action and action becomes progress.

Service 01 • Individuals

Financial & Goal Achievement Coaching

A professional reviewing her financial plan

Who This Is For

This program is for individuals who make good money but feel financially disorganized, overwhelmed, or behind on their goals. If you are earning well but still feel out of control—with no clear plan for your debt, your savings, or your weekly priorities—this is for you.

What You Will Walk Away With

  • A clear, personalized financial structure built around your income and your life
  • A debt-elimination and wealth-building plan built on Ramsey Certified principles
  • A clear weekly structure that aligns your money, schedule, and priorities across work, family, health, and personal growth.
  • The habits, accountability, and confidence to stay on track long after coaching ends

What's Included

  • Free 45-minute Clarity Call to understand exactly where you are
  • Personalized financial structure and wealth-building plan based on Ramsey Certified principles
  • A personalized weekly structure design that aligns your money, schedule, and life priorities.
  • Private one-on-one coaching sessions
  • Email and text support between sessions

Service 02 • Entrepreneurs

Business Coaching & Strategy

Business owners developing a growth strategy

Who This Is For

This program is for entrepreneurs and small business owners who feel like the business is running them instead of the other way around. If you are working hard but lacking clarity, systems, or a real strategy for growth—this is for you.

What You Will Walk Away With

  • A clear mission and message that your customers immediately understand
  • A Six-Part Airplane business structure that runs without you managing every detail
  • A revenue goal, a pipeline, and a plan to hit it
  • Systems and operations that free your time and create consistent results
  • The accountability and clarity to grow with confidence

What's Included

  • Free 45-minute Clarity Call to understand your business and goals
  • Business mission and message clarity using Donald Miller's StoryBrand framework
  • Six-Part Airplane business structure—your complete operating system
  • Revenue goal setting and pipeline building
  • Systems and operations structure
  • Weekly private accountability and coaching sessions
  • Email and text support between sessions

Service 03 • Organizations

Corporate Financial Wellness

Corporate team participating in a workplace program

Who This Is For

This program is for companies and HR leaders who want to reduce employee financial stress, increase productivity, and improve retention. When your team is overwhelmed by money problems at home, it shows up at work. We give them the structure and clarity they need to show up at their best every day.

What Your Organization Will Walk Away With

  • A team that feels financially stable, focused, and less stressed
  • Measurable improvements in employee productivity and engagement
  • Reduced absenteeism and turnover related to financial stress
  • A company culture that invests in the whole person—not just job performance

What's Included

  • Customized program design based on your company size and needs
  • Group financial wellness workshops
  • Individual financial coaching for employees
  • Ongoing accountability and progress tracking
  • Full coordination and program delivery by the imed+KT Group team

Your First Step Is Free

Not Sure Which Program Fits?

Every engagement begins with a free 45-minute Clarity Call—no payment required and no obligation. We will listen, identify what is holding you back, and recommend the right next step.

Book Your Free Clarity Call