WELCOME

Clift Roach The Money Coach. Award Winning Financial Planner.

Your financial freedom is waiting on you. Let’s get 1 step closer together!

First Name *

Last Name *

Phone *

Email *

Income Range (Yearly) *

$60k or less

$60k - $120k

$120k - $200k

$200k +

What area of your financial plan would you like to focus on right now? *

How did you find out about my services? *

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👋 MEET YOUR MONEY COACH

I've helped thousands of individuals and families across the U.S. gain financial clarity, build long-term wealth, and feel in control of their money.

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💼 WHAT WE’LL WORK ON TOGETHER

Scope Our Services

Budgeting & Cash Flow

Know exactly where your money is going and how to make it work for you, not against you.

Smarter Saving & Debt Payoff

Build a savings plan that fits your goals while knocking out debt with a clear strategy.

Work Benefits & Insurance

Make the most of your 401(k), HSA, or benefits package and protect your income and family with the right insurance.

Investing Made Simple

Learn how to invest confidently whether you're a beginner or ready to refine your portfolio.

Retirement Planning

Whether you're retiring from a 9–5, selling a business, or living off real estate we’ll create a plan that supports your future.

Money Mindset & Confidence

Break free from financial stress and confusion. Get a clear, confident plan backed by logic not emotion.

🙋‍♂️ IS THIS FOR YOU?

This is for you if you're:

Ready to have structure with your money
Could use accountability from a coach who listens
Have desire to transform your financial situation

Testimonials

Kevin F.

Working with Clift and his team was a stress free experience. Clift is very knowledgeable and created a financial plan tailored to my personal needs. Clift is also very accessible when questions arise and truly has his clients interests at heart. I highly recommend Clift for all financial planning needs!

Carla B.

My sister referred me to Clift and I'm so glad she did! Not only did I gain clarity about my current financial situation but I learned a lot about different things I can implement in order to meet some of my financial goals this year. Clift was extremely professional & knowledgeable. I even referred a few of my friends to try their services and they gave positive feedback as well! I'm looking forward to continue working with Clift.