Financial Coaching- Investment Analysis

We work together cooperatively to demystify the some of life’s more complex financial decisions and a financial coach helps 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.

Course Information

Difficulty: Advanced

Course Instructor

Robert Jones Robert Jones Author

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 and is ideal for those who are motivated to taking real financial action such as buying securities, selling an asset, portfolio review, or getting help setting up a new account type to make an investment.
This course does not have any sections.