Retirement & Wealth Planning Specialists
The Value of Education & Financial Coaching
Most of us understand the powerful one-two punch of education and coaching. Results are improved when you combine these two ideas. We certainly understand the power of this in the context of athletics. But did you know that the data confirms that coaching works in the world of finance?
As a practice, we are committed to financial education. We don't expect our clients to become experts in the various topic areas. However, we strongly believe that basic financial literacy and knowledge is critical to financial success and the accomplishment of our client's wealth creation, conservation and legacy objectives.
We accomplish this objective through:
1. Regular postings to our blog
2. The creation of online video courses and content
3. Hosting regular live seminars and workshops
4. One on one financial coaching
5. Speaker Service - Workshops for Hire
On a regular basis, we post content to our Blog on topics that influence the management of your wealth and the accomplishment of your personal and financial goals.
We make available online video courses complete with supporting documents for you to access from the comfort of your own home. Our course page highlights current courses being offered.
We are committed to client education. One of the ways we act on this core value is to host regular live events (seminars, workshops, and keynotes). Be sure to visit our events page to view upcoming event information.
Nothing beats live training when it comes to learning and applying new information. When new information is learned and internalized, it will often lead to increased confidence and changes to behavior. Ultimately, the positive action that our workshops create increases the probability that you will reach your financial goals and ultimately, your life goals. Visit our workshop page for additional information
