We work together cooperatively to demystify the some of life’s more complex financial decisions and financial coach is to empower you with the tools necessary to direct your financial professionals in a way that keeps your interest above theirs. As a financial strategist, we have no tie-in with products at all; are not asking to manage your investments, sell insurance, or provide specific recommendations on where to invest.
3 Month Session
- 2 regularly scheduled private coaching calls per month
- Email support between regular coaching calls.
- This service generally will last for 3 months is ideal for those who are motivated to taking real financial action such as buying securities, selling an asset, making an investment, or setting up an investment account with substantial assets.