Financial
Coaching & Education
 Financial
coaching is a powerful partnership that can save you time and money by
helping you avoid dangerous pitfalls while transforming your finances
and your life. Your coach provides invaluable resource for greater
clarity, support and accountability for your goals, and tools for
greater personal empowerment.
Unlike many financial
advisors, a
financial coach isn’t biased by commissions or advertising dollars. Your coach
is paid for one thing – to help you reach your goals and live the life you both
desire and deserve.
Attention:
Young professionals, entrepreneurs, savvy men and women.
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Would you like to achieve greater
financial peace of mind and success?
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Would you like to move from philosophy
to ACTION?
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Would you like to improve your
relationship with money?
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Would you like to learn about money in a
new and different way?
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Or
would you simply like to make smarter decisions to create a healthier
financial life?
Let Todd Smith, CFP®
answer your most pressing financial questions &
help you achieve your life goals through independent, fee-only, holistic
financial coaching and education. Integration of money psychology and mindset
with tradition financial techniques is our specialty.
Let us help you with you financial concerns such
as...
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How can I improve
the way I relate to and talk about money?
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How can I achieve
improved financial harmony with my life partner/spouse?
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Can I afford to start a business, stay at home with my kids, or retire
early?
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How can I leverage my small business revenue?
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Are my investments right for me? What do I do with these accounts?
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Are my goals realistic? How can I gain greater clarity?
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Am I on track to meet my goals, such as retirement, college, or a new home?
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How can I learn how to manage my own investments & finances?
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How can I attract more wealth?
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How should we use our cash on hand or from an inheritance, windfall, or
other means?
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Can I change careers?
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How often do I need to review my money and investments?
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How are successful people
different than I?
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How do I get out of debt?
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I finally started making a good income, where do I start?
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We just moved in together, got married, or had a baby … what do we do?
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What's the best way to protect my family if something happened to me or my
spouse/partner?
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Who Should Work With Us?
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Who Should NOT Work With
Us? |
- People that
want to learn about and understand their finances.
- People that
want to manage &
control their money and investments.
- People that
want to be part of a community of powerful, financially-savvy
individuals.
- People that
want to create an ideal life.
- People that
want a step-by-step
action plan to reach your life goals.
- People that have an open mind
to concepts of money mindset, prosperity, and abundance.
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- People who want
someone else to manage their money.
- People who
don't want to learn about finances & want to be told what to do.
- People who are
negative and want to blame others for their money problems.
- People who do not have an open
mind and don't like to learn new things.
- People hoping for the next
quick money maker.
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How to get
started...
Sign up for
more information & explore our site.
Go to
how to
work
with us
page to learn about our programs, classes, services, and
self-study courses.
Call us at (602) 485-3896,
contact us via email, or schedule a
complimentary consultation with Todd.
Learn more about us.
FAQs here
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Looking for an answer to a specific financial question? Check
out our learning center or
contact us for a complimentary
consultation.
Are you an Individual? Learn more about
personal
financial planning.
Are you an employer? Learn more about
employee benefit solutions.
Are you a client-driven organization? Learn more about
member solutions.
 Are
you a religious organization? Learn more about our
ministry services.
Read
some of our newer financial planning articles and strategies.
"Ten Myths
of Financial Planning"
"The right and wrong ways
to invest $20,000"
"Now is the time to talk money"
"Money can make us happy"
"Create your own stock
portfolio for less than a night at the movies"
We also have more articles
in our resources area.
Kick$start Your Financial Future Teleseminar!
Hear from three industry experts for 90 engaging minutes of great
financial content for only $15.00.
Read more.
Financial Planning
Insurance Planning
Retirement Panning
Investment Planning
College Education
Planning
Estate Planning
Small Business
Planning
Financial Education
Services |
