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.
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.