Jeremy Bryant
Career coach · Dallas, Georgia · in person and virtual
"We are dedicated to your situation and your specific financial needs." (in their words, on their website)
Services
| Service | What is included | Price |
|---|---|---|
| Estate Planning | Revocable Living Trust · Income Only Option · A/B Trust Option · Spendthrift Provisions · IRA "Look-through" | $1,699 |
| Investment Planning | Understanding your financial goals · Analyze a point-in-time snapshot · Proposing an investment strategy · Implementing the plan · Watching over your investments | on request |
| Social Security Planning | Social Security Election Strategies · Calculate your ISR · Integrate Retirement Planning · Tax Planning · Income Gap Planning | on request |
| Tax Planning | Long-term Tax Planning strategies · Advice on investing with pre-tax or post-tax income · Planning for types of income and tax implications · Foresee impacts to future net wealth · Mitigate tax impacts on estate | on request |
| Financial Planning | Comprehensive financial planning beyond savings and investing | on request |
| Retirement Planning | Planning education, skills training, professional designations · Planning industries and employers to work for | on request |
| Tax Planning for Business Owners Business owners |
Tax planning aspects of business | on request |
| Pre-Retirement Preparedness Planning Individuals 5 to 10 years from retirement |
Invest for growth and cut down debt · Determine a retirement budget · Set goals · Establish a legacy plan | on request |
As published on their website, read Sep 30, 2026.
How they compare
- 3 years coaching; the median for career coaches in our directory is 14.
Computed by Callings from the prices and experience coaches publish. Not a rating.
Where they fit
| Students | Early | Mid | Manager | Director | VP / C-suite | |
|---|---|---|---|---|---|---|
| Resume and LinkedIn | no | no | no | no | no | no |
| Interviews and offers | no | no | no | no | no | no |
| Job search strategy | no | no | no | no | no | no |
| Career direction and change | yes | yes | yes | yes | yes | yes |
| Leadership | no | no | no | no | no | no |
| Personal brand | no | no | no | no | no | no |
How they work
- Process
- Getting to Know You process to understand financial goals · Analyze current savings and investment portfolio · Draw up personalized investment strategies · Implement and evolve the plan · Monitor and review investments and strategies · Ongoing consultation and advice
- Before coaching
- Founder | President | Senior Financial Consultant | Fiduciary Advisor & Financial Consultant, Financial Consulting (23 years)
Do it yourself, or hire a coach?
| Doing it yourself | Usually enough when | A coach earns the fee when | |
|---|---|---|---|
| Career direction | Weeks of reading and conversations about roles that fit. Callings can show your strengths and the pay for each role. | You already have two or three target roles. | You do not know what comes next, or you want structure and a formal assessment. |
Times are our estimates. Try Callings.
Questions to ask before hiring
- What are your cancellation and refund terms? (no refund terms on their site)
- Who do you usually work with, and how long does a typical engagement last? (always worth asking)
What they publish
- Prices: yes
- What each service includes: yes
- A free consultation: yes
- Refund or cancellation terms: not found on their website
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