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Wealth Coaching

Why you need a Wealth Coach?
Sometimes you need someone to guide you along the rough financial path to wealth! Some of the greatest athletes in the world had coaches help them with their success: Tiger Woods used six coaches to perfect his golf swing and Michael Jordan used numerous coaches to improve his shooting ability and overall strength.

People hire a Wealth Coach because they want to improve their financial life! Too often we mistake getting financial knowledge or attending a real estate seminar as all it takes to become wealthy. If all it took was knowledge and information, then teachers and professors of Economics, Finance, Business and Accounting would all be millionaires! 

In fact, your local library has all the knowledge you need. But when you try to apply that knowledge into action, you encounter financial roadblocks that keep you from reaching your goals. Naturally, to avoid continued frustration many people continue doing what they have always done with their money and business ideas and end up in a financial crisis or become filled with regret because they get what they always got.

As your Wealth Coach, we will help you become financially intelligent and overcome the various financial challenges, keep you financially focused, and provide you with support when you get stuck or lose the desire to continue on to reach your goals. We want you to succeed and reach all of your goals of becoming financially comfortable and ultimately financially free.

Remember, there are two reasons why people are not financially successful. Either they do not have the proper financial education and knowledge to become wealthy, or they do have the knowledge, but have failed to apply the knowledge to their daily financial life.

How does Wealth Coaching work?
The Wealth Coaching process starts with a two hour financial evaluation and wealth planning session to design the relationship, determine your financial goals, and build a strategic wealth plan. Once we have designed your wealth plan, we will focus on putting the plan into action over the next 60 days or longer, if needed. 

We recommend a two month minimum commitment because studies show that on average, people can successfully continue new habits after 60 days of repetition and focus. Regular on going Wealth Coaching monthly sessions may consist of two office or lunch meetings lasting 60 minutes, eight weekly phone calls lasting 45 minutes, and additional support by email, voice mail, fax and brief phone calls over the duration of the two months.

The Wealth Coaching telephone sessions can be related to your financial plan or can be focused on a specific goal or challenge you are facing as you take action toward your strategic wealth plan.
 
We will determine the length and frequency of the calls to maximize the relationship and value you receive from the Wealth Coaching session. 

How much does Wealth Coaching cost?
One of the first financial lessons we will teach you is that "time is money." There are three things you can do with your money: Spend it, save it, or invest it! 

Wealth coaching is an investment similar to going to college because after you complete the Wealth Coaching sessions you will have accumulated enough financial knowledge and learned how to apply the knowledge to your daily financial life, and begin to create wealth!

The initial two hour financial evaluation and wealth planning session is only $99. The monthly Wealth Coaching sessions are available for only $249 a month (two month minimum commitment) and include office and telephone meetings and voice mail, fax and email support. 

Also included is free access to our Money & Wealth library of educational products, exclusive discounts on all of our financial educational products and complimentary access to one (1) Get Your Money Right! wealth workshop. Flexible payment plans are also available.

We also have hourly sessions available to meet your personal specific needs and schedule constraints. Starting at only $75 an hour for office/lunch and telephone meetings without the recommended two month commitment, we will help you resolve any financial, credit or business issue you may have.

Normal questions involve the following: how to stop living paycheck to paycheck, how to write a business plan, credit repair, business ideas, how to setup a business bank account, qualifying for business credit, saving for retirement, how to make more money, real estate investing and more.

What's the difference between a Wealth Coach and a Financial Advisor?
Wealth Coaching is about fueling the spark of ambition inside you, empowering and developing you to become your own Financial Advisor! You may still use advisors to assist you with your investment needs, but after you become financially intelligent, they will only perform certain tasks that you instruct them to perform.

Wealth Coaching addresses your current money mentality, improves your money management skills, helps you build and maintain good credit, and think of new ways to add multiple streams of income so that you can start creating wealth.

Financial Advisors utilize stocks, bonds, mutual funds and insurance products to meet the needs of their clients. However, many advisors receive commission payment(s) for these investment products that they are always recommending.

Our Wealth Coaches do not sell financial investment products and are not Financial Advisors. However, we are successful entrepreneurs and investors who have real-life experience making money and creating wealth, although starting out with poor credit and very little capital.