Strategic Financial Solutions
for a Debt-Free, Wealth-Driven Future.

Change Your Mind, Change Your Money, Change Your Life

YOUR FINANCIAL AUDIT

Here is our process

Step 1

GOAT Consult

Schedule Your First Appointment and we will meet to talk about your goals.

Step 2

Blueprint

We will gather your information and make a plan of action to achieve your goals.

Step 3

Review

Review our plan of action. Decide if our plan of action is agreeable.

Step 4

Take Action

Enroll in our program, product, or service. Monitor your goals on a scheduled plan.

Step 5

GOAT Legacy

Join the community of legends who are building their GOAT Legacy.

SCHEDULE YOUR CONSULT

Welcome to
The Land Of Greatness

Join The Webinar

They Gatekeep, We Game-Change

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Our Services

Legacy Planning

Educating and guiding families on estate planning, using life insurance, and trusts to build generational wealth.

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Financial Planning

Providing personalized financial strategies, including budgeting, savings plans, debt reduction, and wealth-building guidance

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Money Summits

We engage your organization with interactive finance games and impactful conversations to empower financial literacy.

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About

ABOUT

THE GOAT (CEO/FOUNDER)

I am Coach Rob, and If you've followed my journey, you know its been a wild ride. If you haven't been following, it's a good time to jump on the journey to greatness.

I help ambitious individuals and families build financial freedom by mastering personal finance, leveraging smart business strategies, and creating generational wealth through financial planning. With a passion for holistic success—covering financial literacy, entrepreneurship, and wealth-building—I empower people to take control of their financial future.

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About

THE SHEPERD(COO/CO-FOUNDER)

I’m Kalecia, your Money Mindset Coach and a proud mother of 8. I guide The Herd in navigating the complexities of family finances, helping them make informed decisions and build a strong foundation for long-term prosperity.

I help individuals and families break financial barriers by providing hands-on support with budgeting, credit management, and family financial planning. I empower clients to establish financial stability and create generational wealth by shifting their mindset and approaching money with intention.

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