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Coach Melissa, LLC
8335 Winnetka Ave #235, Winnetka, Winnetka 91306
4.8
20 reviews

Coach Melissa, LLC

8335 Winnetka Ave #235, Winnetka, Winnetka 91306
Entrepreneur

Services

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    4 services

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Reviews

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4.8/5
Based on 20 reviews
  • 5
    16
  • 4
    3
  • 3
    1
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  • 1
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Initial Consultation (no charge)
by Jeff Lightner
I set an appointment and waited by the phone to be contacted (at scheduled appt. time). Phone rand 52 minutes after appt. time. I explained our si...tuation and was told that they didn't offer the services that I needed. I was told that the website is misleading and often doesn't correctly identify the correct services for potential clients. I cannot say what level of service that this particular company provides, but my interaction with them was not the best. Show more
Initial Consultation (no charge)
by Melissa Cappleman
FPU was a Godsend for me. It changed my life. When I made my appointment with Melissa I was really looking for financial guidance as I head into my so...on retirement years. I learned this is not what she does but found her to be like talking to a best friend. Knowledgeable and kind. Show more
Initial Consultation (no charge)
by Melissa Cappleman
My husband and I started FPU 5 weeks ago and it has been an eye opening experience. As we are still going through the process it was nice speaking to ...Melissa regarding our current circumstances and financial planning. She was very empathetic, helpful, and brought insight into our conversation that neither my husband or I would have considered. We are very thankful for Melissa as the our initial appointment was a rewarding experience. Show more
Initial Consultation (no charge)
by Jeff Lightner
It was helpful and reassuring to hear from Jeff, as I needed his perspective on an investment I was considering. Knowing he has the same philosophy as... Dave Ramsey. Show more
Initial Consultation (no charge)
by Jeff Lightner
When I called Coach Melissa I was very frustrated about our financial situation. We needed expert advice. Coach Melissa and her team came through for ...us immediately. I am so grateful that she was there when we really needed a listening ear and professional guidance. I know have hope. Thank you, Coach Melissa Show more
Initial Consultation (no charge)
by Jeff Lightner
Easy, got back to me quickly, and offered lots of options. Available by phone or email, that's a nice option. Called on time and seemed to have all th...e time int he world to speak with me. Show more
Initial Consultation (no charge)
by Melissa Cappleman
Melissa was helpful in defining solutions I had not considered. She quickly identified immediate actions I could take to change my approach. Melissa i...s professional and at the same time, real and authentic. She will draw the best out in you. Show more
Initial Consultation (no charge)
by Melissa Cappleman
Coach Melissa took time to understand our situation and because it is involving real estate, she felt she was not the best to help us, so she refered... us to someone else she thought would be help. Show more
Initial Consultation (no charge)
by Melissa Cappleman
Coach Melissa was able to influence us to gather as much information for her as possible. With that information she was able propose a common sense a...pproach to our financial situation. With one basic tweak, we are now debt free with an extra $1800 a month going into our savings for a new house! Thank You Coach Melissa! Show more
Initial Consultation (no charge)
by Jeff Lightner
Glad this service is in place because I had difficulty reaching anyone at Coach Melissa LLC. I left a couple of VMs and got an email back from someon...e and then they never responded to my response. I finally just made an appt thru Genbook. Jeff was lovely in our initial 1/2 hour session and I am signed up for coaching now but i had to be presistent in my communication with this company. Show more
Initial Consultation (no charge)
by Melissa Cappleman
Coach Melissa gave me good sound advise and I've already put my plan into action. I now feel confident about my financial future. I'm not very comfort...able talking to people about my finances and Melissa made me feel at ease. Thank you, Melissa! Show more
Initial Consultation (no charge)
by Melissa Cappleman
We are very grateful for the time and advice coach Melissa gave to me and my wife. She was understanding and empathetic. Her words of wisdom brought u...s hope in moment when we felt very hopeless. Show more
Initial Consultation (no charge)
by Melissa Cappleman
Melissa was patient and helpful in guiding me to my next step to financial security. She also recommended me to the right person to talk to who can he...lp me better my financial future. Show more
Initial Consultation (no charge)
by Melissa Cappleman
I had an opportunity to speak with Coach Melissa in an introductory session and I loved it! She is so easy to talk with. After just one conversation..., I was convinced that I want to work with her. That's why I am attending her group coaching sessions. Show more
Personal Appointment
by Melissa Cappleman
I recently spoke with Coach Melissa in reference to starting up a small business. Her financial advice was insightful and will definitely influence h...ow I grow my business. She had practical ideas and was a pleasure to deal with. Show more
Initial Consultation (no charge)
by Jeff Lightner
So far I have only had my initial consultation with a colleague of Melissa's. I found him to be very encouraging and hopeful to what I saw as a hopele...ss situation. He has gone above and beyond his services to help us find a resolve to our situation. We are now signed up to receive a full coaching package and I am looking forward to putting all the bad stuff behind. Thank you Coach Melissa and Staff. Show more
Initial Consultation (no charge)
by Melissa Cappleman
Granted, there was a missed appointment, she was however able and willing to speak to me regarding my problem and give sound advice as to a solution a...nd she was quite honest and factual and helped me to a clearer outcome. Show more
Initial Consultation (no charge)
by Melissa
I really felt comfortable talking to Coach Melissa about a very personal issue. She is a caring and helpful coach and gave some good information to ke...ep us going with our financial peace experience. Show more
Personal Appointment
by Melissa
Coach Melissa was a guest on my Podcast http://www.moneyplansos.com/012-mpsos-real-life-case-study-with-melissa-cappleman/ where we discussed the chal...lenges of a single Mom with two children in private school. Her recommendations were spot-on and provided hope for a client who was feeling hopeless. She could relate with the client from her own personal experiences and has a real heart for helping others. Thank you Coach Melissa! Show more
Initial Consultation (no charge)
by Melissa
Coach Melissa is very competent and caring. She really understands what it's like to be in financial hardship. She treats people with compassion and... caring. Show more