5. Goal Setting
Your Relationship with Money
Asset Planning
Asset Protection
Leaving Your Legacy
Extra Coverage
Healthcare and Wellness
Tax Implication
Our experts set aside 2 separate meetings to evaluate your financial strengths and weaknesses. The Financial Coach staff works work with you to get your entire financial life on paper in order to see the big picture. By the end of these two meetings, we have a clear understanding of where you are, the possible dangers and how to avoid them, and the opportunities we can leverage. Because Financial Coach is committed to making sure we are the best fit for your specific needs, these first two meetings are completely complimentary with absolutely no obligation to you. “We’ve done a lot of study and a lot of reading on goal setting and we know that the minute you write down your objectives, you’re 50% more likely to achieve them than those who don’t write them down. So we go through that process with you and we pull out what it is you’re really trying to accomplish in your retirement lifestyle and we open that dialogue by asking you the question ‘Mr. and Mrs. Jones if we’re sitting at this table five years from today what would you like to see happen over that 5 years so that you felt really good about your progress?... personally? Spiritually? Financially? Paint that picture for us.’We Support anything we do with evidence based coaching…we believe in evidence based coaching and what we mean by that is we want peer-reviewed, third party reviewed empirical evidence to support our thesis. Its not off the cuff stuffResult of two complimentary sessions: Clear understanding of where you areKnowledge of what are the major dangers and how to avoid themUnderstanding of the opportunities and how to exploit themAnd a general plan and path to follow”
