Patrice Barber
has been providing seminars, course
development, training and mentoring for
over 15 years and has learned that it is not sufficient to just
provide a few disconnected strategies.
This
principle is no different in the corporate world than when it comes
to real estate investment, tax saving strategies, or even making
networking connections with other wealth focused individuals.
A
simplistic silver bullet approach to wealth building doesn’t work.
As a company,
we provide coaching for you whether you are just getting started,
have some money you aren’t sure of how to make grow, planning for
college expenses, or trying to protect what you have built up.
The first phase
covers creating a plan and the basics
of starting to build your wealth and progresses
to more advanced success strategies including a combination of
tax saving strategies that can save
you 20-40% and smart investment
strategies that create
multiple income streams and include college & retirement
planning.
We move into
fine tuning and revised strategies to help you maintain
the wealth you worked so hard to build, including
protection of assets and hands-on assistance to help you structure
a small business for
those interested.
Additionally
we coach on Real Estate Investing.
We help you complete transactions with hands
on assistance. We assist in each step of structuring & coordinating
the transactions to get you to a successful completion.
Regardless of
the vision you set for yourself, we help you choose & build
your team, get you connected with experts we have
been working with and can safely recommend, explain the various
options.
Wealth
coaching and financial planning
This program
is uniquely focused on helping you create a plan for your future
and providing you with the education as well as the connections
to opportunities and individuals with appropriate skills to assist
you in all aspects of your aspirations.
Taylor Made
Wealth Coaching is designed to foster the group synergy created
by providing a common language of investment strategies, tax saving
strategies, and small business strategies which when combined with
networking opportunities for all those involved, results in a powerful
acceleration of our combined knowledge and financial success.
For those clients
who have an existing team of financial advisors, we strongly believe
in utilizing your existing team of professionals and referring
you, our clients, to the needed professionals that may not be a
part of your current team including insurance sales staff. Legal
council for estate documents, Realtors for those interested in
investment properties, financial planners or stock brokers who
focus on sales of specific products as directed by the goals of
your individual portfolio. We look forward to meeting with or establishing
your additional financial advisors once our overall understanding
of your goals are clear to help align all parties toward the same
objectives.
Traditional
financial planning
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Taylor
Made Wealth Coaching
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| Clients... |
-
work
diligently to provide their financial info
-
are
made to feel uncomfortable asking “simpler" questions
-
complete
documents as requested
-
learn
with text, articles and limited access to a
broad picture
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| Clients... |
-
discuss
the basics and the coach puts the information
on paper for review
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have
ideas presented for their consideration
-
receive
engaging, hands-on approach
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| Coaches... |
-
apply
their broad experience in Life goal setting,
small business development & planning,
tax strategies for businesses and individuals,
real estate transaction details as well as
other investment options
-
make
use of a wide range of referral based experts
and the client’s existing wealth team to add
depth and consistency to the clients wealth
plan
-
provide
guidance to help clients discover & grasp
the fundamentals of planning
-
help
keep their client’s plan on track and keep
clients accountable with routine follow-up
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