What To Expect When Working With Us
Personalized financial goals are different for everyone so we have strategically designed our small-group courses to allow for ample question and answer opportunity. We also cater our coaching programs to meet the needs of our individual clients.
Whether you are looking to join us for a online small-group course, partner with us for customized coaching or download a planning resource, we are here to help.
Our top priority is to always make difficult concepts more easily understood so that you’re comfortable, informed and feel empowered to achieve the goals most important to you.
Please contact us to discuss your personal situation and options in working together.
Our Programs
How We Can Help
What We Do
- Online Small-Group Educational Courses
- Goal Setting & Planning toward Financial Freedom
- Real Estate Investment Coaching & Consulting
- End-of-Life Planning, Organization & Communication
- Small Business Financial Consulting
- Cash Flow Management & Effective Budgeting
- Wealth Organization & Consolidation
- Higher Education Contribution Strategies
- Financial Comingling (Couples Coaching)
- Second Opinion to Current or DIY Financial Planning
What We Don't Do
- Buy, Sell, Trade Securities
- Provide Advice on Individual Stocks, Bonds, etc.
- Asset Management
- Sell Insurance
- Asset Allocation
- Create Legally Binding Estate & Trust Documents
- Create Legally Binding Will and Trust Documents
- File Taxes
Speaking Events, Group Coaching and Corporate Benefits
- Are you looking to book a public speaker for an upcoming organizational event?
- Considering options to provide financial coaching to a group?
- Interested in starting a Financial Coaching Program as an employee benefit?
Our Founder has spoken to groups of over 1000 attendees and coached in group settings as intimate as 2-3 individuals. Please contact us to discuss your vision and options in working together.
