Coaching

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WHAT WOULD YOU LIKE TO DO?​

  • Reduce or eliminate debt?​​
  • Understand where your money goes?
  • Set financial goals?
  • Create a realistic budget?
  • Improve your earning, saving, spending, and or investing habits?​
  • Build a business or plan your next career moves?
  • Plan a comfortable retirement?​​
  • Stop procrastinating on a goal you've had for ages?
  • Help others without harming your financial health?​
  • WE HELPED OUR CLIENTS ACHIEVE THESE GOALS AND MORE...

TELL US YOUR GOALS DURING A 1-HOUR INTRODUCTORY SESSION

A lot can happen in 1 hour. We can:

  • Discuss your life and define immediate and long term goals
  • Determine how the D.R.E.A.M. Goal Attainment System applies to your goals​
  • Brainstorm about areas to research and tasks to complete​
  • Recommend resources (books, classes, programs)​

At the end of the session, you will have a great head start on your goal!​

Investment

$299 purchased separately. If you decide to invest in a multi-session coaching engagement, we will deduct the price of the introductory session from your coaching engagement.

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CLIENT RESULTS​

  • Our clients working on financial wealth projects:
  • Increased their net worths by 40% or more
  • Reduced debt by an average of 50%
  • Increased business revenues an average of 30%​
  • Received job promotions
  • Organized their financial records​
  • Hired (or better utilized) wealth teams (e.g. lawyers, CPAs, CFPs)​

Client Testimonials