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Get
Acquainted - Initial strategy session |
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What
you can expect
Our coaching starts
with a discussion about YOUR vision for YOUR life. |
How each of us defines “Wealth" is based on how we define a “Good Life".
Understanding our current definitions is the first step to broadening our horizons to far greater possibilities that some of us may not believe exists for US, only for others.
With simple explanations, concrete tactics and strategies,
we dispel the myths and help you go where ever you want to go financially. |
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Start
up Strategies
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Personal Financial Mentoring
Phase 1 - Creating the Roadmap |
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Once we have had our initial strategy session,we talk through a range of topics.
Together we create a short term and long term plan that incorporates your long and short term goals to show how each is made possible with the right tactical and strategic steps taken in the right order or sequence.
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Phase 2 -
Shifting the plan into motion |
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This next step puts all your hard work and planning into motion .
With coaching in this phase you are guided through each step you need to take,
to put your plan into motion and keep it moving forward. We provide the missing information you need and the resources that will help get you to the next level. |
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Phase 3 - Customer Care Program |
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Goals that are set for the next 2-5 years are the glue
that keep your financial future in place.
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Advanced
Strategies |
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Small
business / home based business coaching |
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Why this
is so important and everything you need to know. |
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Real Estate coaching & transaction assistance |
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Figuring
out what fits, connecting
you with our TEAM, and coordinate the details of the transaction to get you to closing. |
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On
Going Strategies |
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The
Taylored Table |
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Round
table forums (by invitation) |
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Taylored
Education |
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Events/seminars
for everyone |
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Taylored
Wealth Tips |
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Newsletter |
