Coaching Application

Before you begin, just a quick reminder that you are requesting financial coaching, not financial advice or financial planning. A financial advisor is licensed to offer investment advice and/or directly manage your money. A certified planner can prepare a detailed financial plan. A mentor/coach is someone who has “been there, done that” and is willing to share knowledge and provide guidance and support. A coach knows how to help you leverage your own knowledge, skills, and resources to accomplish your goals.

As a financial coach, I am not a licensed financial advisor or a certified financial planner. I can’t recommend specific investments and I won’t do detailed planning for you. What I offer is a combination of financial mentoring and coaching. Based on my own study, training, and real-world experience, I focus on developing your skills and knowledge so that you can effectively steward the time, talents, and treasure that God has entrusted to you.

To proceed, please answer the following questions. The better I understand you and your situation, the more effective my coaching can be! (Note that this is not a secure form. Please do not include any sensitive personal or financial details. But as always, anything you share will be kept in strict confidence.)

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👋 Hi, I’m Chris Cagle, the founder of Retirement Stewardship, a blog that focuses on the various aspects of retirement from a Christian stewardship perspective (1 Peter 4:10).

I write as a retiree who is dealing with the things I write about. I base most of the articles on my research and experience applying it to my situation and how it might apply to yours.

If you’re new here, check out the site introduction for an overview. You can also learn more about me.


My Books

Redeeming Retirement: A Practical Guide to Catch Up (2021)
The Minister’s Retirement (2020)
Reimagine Retirement: Planning and Living for the Glory of God (2019)