FREQUENTLY ASKED QUESTIONS

  

What is coaching?

I am very busy.  How will I have time to manage my own investments?

How does the coaching process work?

Why would I want a finance coach?

What is the cost of the coaching process?

How long does a client use your services?

I have a financial advisor.  Why do I need a finance coach?

“What is not started today is never finished tomorrow.”  Johann Wolfgang von Goethe

 

What is coaching?  Coaching is a team building process that provides instruction and support for financial and business needs. We feel each client is inventive and resourceful, and we are here to expand upon those traits.

I am very busy.  How will I have time to manage my own investments?  After utilizing the proper strategies, you will be surprised at how little time it takes to manage your investments.  On average, 15 minutes a week is all that is required.  

How does the coaching process work?  The coaching process is flexible, because each client has different needs.  The first step is a one hour free coaching session to review your goals as a potential client.  The next step will be a two hour session to create your own unique coaching plan. Then the process will typically consist of three 45 minute phone coaching sessions per month. Between weekly phone call sessions, each client will be equipped to take the necessary steps in reaching their financial goals.  Further assistance will be supplied via email, fax, and/or brief phone calls as needed.

Why would I want a finance coach?  Clients want a finance coach because they want their objectives met.  We want each client to achieve their goals, because we are passionate about getting you the results you deserve.

What is the cost of the coaching process?  Since every client’s needs are different, it is impossible to determine general costs.  Once the free coaching session has been completed, we can then conclude the fair and appropriate cost for your coaching plan.  We do not receive commissions, and our services are fee based.

How long does a client use your services?  It is entirely up to the client.  We will work with you as long as you are getting the results you want. 

I have a financial advisor.  Why do I need a finance coach?  A finance coach is intended to educate the client and enhance their innate skills.  An advisor manages your money, whereas the finance coach works with you and how you deal with economic and financial decisions.