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“Goals are Dreams with Deadlines”. Most of us understand the benefits of setting S.M.A.R.T. goals for numerous reasons, especially for our business growth or career advancement. But, we don’t often set S.M.A.R.T. goals for our financial health. Or, we set them but don’t reach them for various reasons. (S.M.A.R.T. - specific, measurable, achievable, realistic and time-based). I prefer to work with my clients as a Financial Coach to assist them in reaching the level of Financial Health that they desire for themselves, their business and for their family. When time is spent becoming financially healthy, starting right where you are, the next step to plan for your financial future and a dynamic retirement becomes a clearer process. When you can count on unbiased recommendations and impartial guidance based directly on your needs and goals, you just might sleep better!
Providing Financial Coaching+, Retirement Planning, Creating Lifetime Income, Realistic Budgeting and Business Succession Planning
Our team is passionate about working with business executives, entrepreneurs and individuals get past setting their goals to reaching them. Business plans and Sales strategies are great...but with out ACTION and ACCOUNTABILITY, wealth will not be achieved! We use proven coaching and financial education strategies designed to meet you right where you are. Our president, and CEO is a Certified Financial Education Instructor, Certified Coach, Trainer, Speaker and Teacher with the John Maxwell Team and Licensed Insurance Advisor.
(Currently coaching both Profit and Non-Profit organizations)
Financial education has become one of the most important services that we provide our corporate clients for their employees. The level of stress that most people have in the area of their finances is no longer just about credit card debt and student loans. Most people are concerned, stressed and worried about being financially healthy for their future and not just for retirement. They want to know how to buy a house? Where should they invest? Do they need a financial advisor? What about the do-it-yourself person....are they doing it right? How do I learn about the stock market or create a realistic working budget? People are ready for real help without being sold a product that they don't understand. #Education is key!
This is why in 2020 we are launching our same Financial Workplace Wellness Program-online in our e-course for you and your family to get fit financially. It's time for you to invest in yourself so you can invest for your future.