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Have
you ever asked yourself if you are making the right financial moves
to face an uncertain future? Or have you just wondered how
nice it would be to have somebody independent to ask about a
financial decision? The answers to these questions are part of
the guidance you get from a wealth coach.
Our
wealth coaching program consists of six half-hour meetings to
discuss the key segments of your financial life. We cover
topics including family goals, cash flow and debt, risk &
insurance, health management and personal and
family learning.
We don't try to churn out some fifty page financial
report that you put on your bookshelf or stick in a file drawer and
never look at. We attempt to identify the three or four
specific areas in your financial life that if properly managed will
increase your well-being and peace of mind.
Every
day we provide guidance on real-world financial issues and
problems. We offer out-of-the-box answers and solutions.
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