Formal education in financial decision making is not available in our schools or in pursuit of our careers or in our relationships. We seek advice from friends, family members, and the internet and try to sort through all of these notions and opinions that have no clear path to success. Our programs are designed to teach you strategies for healthy financial lives that match your goals and circumstances. Personalized financial expertise that applies to the various stages of life and considers all of the parameters for both now and the future is what you need and deserve.
For more than 25 years, we have watched hundreds of families make thousands of important decisions. Each decision has had financial implications. In the best of scenarios, we were invited in to the process and were able to provide guidance. At other times, we were approached after a choice had undesired results and our assistance was needed to unravel the problems. In recent years, we decided that the knowledge we have gained over these decades was too valuable to be provided only as an added service and our coaching programs were developed to address Financial Philosophy as a life skill.
Your enthusiasm for finding freedom around finances is inspiring to us and we look forward to working with you in our private coaching or group programs.
To register for a FREE Financial Insight Training (“F.I.T.”) introductory session, please submit the following: