Financial Coaching


  • Focus on achieving/growing your financial independence
  • Independent-“Unbiased” advice
  • Benchmarking
  • Accountability


Initial Meeting- Where are you and how are you doing?

  • Discuss goals, dangers, opportunities, and strengths
  • Expected net worth computation
  • Personal financial fitness checkup. Emergenetics profile
  • Define your gaps, issues, ect.


Quarterly Meeting

  • Where are you
  • Progress over the last 90 days
  • Focus on Your most important Financial Issue


Financial Issues that may apply

  • Estate planning, Investment review/education, Insurance coverage analysis, Risk analysis, Family finances, Retirement planning, Eldercare issues, College funding, Tax planning, Building a Financial Legacy

Business Startup:

The Steps to Success

Our Service Levels