Beginning Wealth Builder Coaching
This service is right for you if you have completely out of debt except for your mortgage.
I will teach you how to invest for education and retirement, minimize taxes, plan your estate, and start a plan to build wealth. The first 1hour consultation is free and confidential. If you decide to use my services, I will review your information and any questions you have submitted. After an initial two-hour session, I will offer verbal and/or written recommendations. Follow-up sessions, as needed, will be included at no additional charge for up to 30 days and also has a 90 day money back guarantee if I can’t improve your financial situation! Any additional hours that may be needed will be available at a discounted hourly rate.
Advanced Wealth Builder Coaching
This is the right choice if your net worth exceeds $50,000 and your focus is on the future. The first 1hour consultation is free and confidential. If you decide to use my services, the topics include investments, insurance, will and estate planning, and life-change issues (career changes, continuing education, selling a home, etc).
I will also review areas already in place such as investments, insurance, and will and estate planning to make sure you are on track to meet your goals. Unlike most Personal Financial Advisors, I will not be receiving commissions by selling you insurance or investments. Therefore, you can be sure the advice you receive is objective and with your best interest at heart.
This service includes a review of your information and any specific questions you submitted before your appointment, a two-hour initial session with your counselor, and subsequent verbal and/or written recommendations. Additional counseling hours will be available at a reduced rate.
A commitment to confidentiality is always maintained.
Click Here to send an e-mail requesting your free initial consultation; or call me at: (719) 649-1238
|
