FINANCIAL COACHING PACKAGES
SINGLE COACHING SESSION
$250 ONE TIME
A ONE-ON-ONE HR WITH ONE OF OUR MASTER CERTIFIED COACHES
5% OFF ALL SERVICES AVAILABLE- VALID FOR 6 MONTHS FROM THIS PURCHASE
6 SESSION PACKAGE
$199 PER SESSION
6 ONE-ON-ONE HRS WITH ONE OF OUR MASTER CERTIFIED COACHES(NORMALLY $250 EACH SESSION)=SAVED $306.00!!
10% OFF FUTURE SESSIONS VALID FOR 12 MONTHS FROM THIS PURCHASE (NOT APPLICABLE TO THIS SESSION PACKAGE)
10% OFF ALL OTHER SERVICES AVAILABLE-VALID FOR 12 MONTHS FROM THIS PURCHASE
12 SESSION PACKAGE
BEST VALUE! MOST POPULAR!
$175 PER SESSION
12 ONE-ON-ONE HRS WITH ONE OF OUR MASTER CERTIFIED COACHES (NORMALLY $250 EACH SESSION)=SAVED $900!!
CREDIT REPAIR SERVICES FREE OF CHARGE (PROVIDED BY OUR SISTER COMPANY-ROAD TO 825)-VALUED AT $149/MONTH=$1788 SAVED!!
CUSTOM COMPREHENSIVE FINANCIAL PLAN DOCUMENTS INCLUDED(SERVICES STARING AT $750)=$750 SAVED!!
25% OFF FUTURE SESSIONS VALID FOR 24 MONTHS FROM THIS PURCHASE (NOT APPLICABLE TO THIS SESSION PACKAGE)
25% OFF ALL OTHER SERVICES INCLUDING PORTFOLIO PILOT ACADEMY VALID FOR 24 MONTHS FROM THIS PURCHASE
How can financial coaching help me manage my money better?
Financial coaching provides personalized guidance and support to help you understand your financial situation, set achievable goals, and create a realistic plan to reach them. A financial coach can help you identify areas where you may be overspending, develop a budget that aligns with your priorities, and provide accountability to help you stay on track.
Can financial coaching help me achieve my long-term financial goals?
Yes! Financial coaching empowers individuals to make informed decisions about their finances and take proactive steps towards achieving their long-term goals. By working with a skilled coach who understands your unique circumstances, you can develop strategies that align with your aspirations and set yourself up for success in the future.
What should be included in a comprehensive financial plan?
A comprehensive financial plan should include an assessment of your current finances, short-term and long-term goals, strategies for achieving those goals (such as saving and investing), risk management strategies (like insurance), and an estate planning component. By addressing these common questions and seeking the best answers tailored to your unique situation, we can take the first steps towards creating a solid financial plan that sets you up for success.
How can you help me with tax planning?
Financial coaching can be a game-changer when it comes to managing your money effectively. One of the key areas where financial coaches excel is tax planning. By working us, you can receive personalized guidance on how to optimize your tax strategy and minimize your tax liabilities. A skilled financial coach will analyze your financial situation, including income, investments, and expenses, to develop a tax plan tailored to your specific needs and goals. With the help of an accountant/cpa we can help you take advantage of deductions, credits, and other strategies to ensure you are not paying more taxes than necessary. In essence, a financial coach can provide you with expert advice and actionable steps to navigate the complexities of tax planning successfully.
Is it really easy for me to create my own portfolio and manage it myself?
Creating your own investment portfolio and managing it yourself can be a rewarding and empowering experience. While it may seem daunting at first, with our state of the art education platform comprised of all the tools and knowledge needed, anyone can build a successful portfolio tailored to their financial goals.
I'm 67 and I have 1million in my portfolio currently. My current advisor is charging me 1.5% in management fees and my average annual return is 8% gross. How much can I save myself if I learn to manage it myself and fire the advisor?
If you're 67, have a $1 million portfolio, and your advisor charges you 1.5% in management fees while your average annual return is 8% gross, it's time to consider managing your investments yourself. By taking control and eliminating the advisor's fees, you can significantly boost your growth over time. Let's do the math: if you continue with the current setup, after 20 years with an average annual return of 8%, your portfolio would grow to approximately $4.66 million. However, if you manage it yourself and save the 1.5% fee annually, your portfolio could reach around $6.03 million over the same period due to compound growth. By self-managing your investment portfolio and harnessing the power of compound growth, you could potentially save over $1.37 million by taking charge of your financial future. It's a compelling case for considering self-management as a way to maximize returns and secure a more prosperous retirement. We can show you how to achieve this!