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6 Sessions Total
Session 1 & 2 Life goal discussions
Session 3 & 4 Review of current financial info
Session 5 & 6 Life and Financial vision planning

Train your brain like you train your body.....make it happen with a coach

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 and concrete tactics and strategies we dispel the myths and help you go where ever you want to go financially.

Below are the topics you can expect conversations on:

Financial goals: your coach will help you layout the goals for your short and long term financial plans that you should be considering and help you understand specific strategies you can take action on immediately to get started toward those goals. We ask simple questions, listen and understand what you are planning. We provide additional ideas and a full vision of what the real possibilities are that you can have.

Areas that are covered include: college planning, retirement planning, financial freedom day, tax strategies of incorporation, investment plans & timing of it all.

Personal goals: Understanding your personal goals and matching them up to your financial goals is a critical step in aligning how you spend your time each day with the ultimate goals you have in mind.
We want to understand and help you understand, in clear words how you see yourself now and where you want to see yourself in the near future with respect to your health goals, friendships, careers and related topics.

Areas that are covered include: health, friendships, career (including a skills inventory), self development, charity, & spiritual well being.

Family goals: In this area we want to understand what types of relationships you want now and in the future and what does it takes now to develop those relationships for the future. There is a direct impact of family goals on financial goals and wealth building and your coach is tasked with helping make sure you see how these all dove-tail together.

The strategy sessions will be conducted in our office or over the phone. All sessions are completely private and anything talked about is held in confidence to the extent permitted by law.

Before the first session we ask that you decide on 3 goals or outcomes that you need or want to change or improve in your life. Have a pen and paper handy, and be in a space where you will be uninterrupted. That is all there is to it.

Coaching sessions are scheduled every 2 weeks.

Click HERE to request more info