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Personal Laser Coaching
Do
you have a specific, targeted question you needed answered?
Do you want Todd to answer your question in a private, one-on-one
setting?
Yes, I’m
ready to sign up for a 30-minute Private Laser Coaching Session with
Todd, to address my most important financial concern.
What is
Laser Coaching?
Laser Coaching means
narrowly targeting a specific issue – just like a laser aiming for a
target. Instead of creating a comprehensive financial plan, we are
“laser targeting” the issue most important to you.
Do you have a
question that’s been nagging you? A decision that must be made in the
next few days, or months? An issue that’s been plaguing your family?
Take a first step to
sleeping easier by meeting with Todd to answer your question and give
you the next steps needed to reach your most important goal.
What types of Questions Can be
answered during laser coaching?
• I have a
new 401(k) plan; what investments should
I choose?
• It’s been
one year since I implemented my
financial plan. What should I do this
year?
• I’m
opening a home business – what issues
should I be considering?
• I just
started a new job with new employment
benefits – how do I choose between
benefit plans?
• My
employer is merging/closing/laying me
off, and I have questions about my
stock/options/benefits, and need to
decide ASAP.
• I have
three refinance options from my mortgage
broker – which mortgage should I choose?
• I’ve
created my own a financial plan. Can you
look it over to see if I missed
anything?
• We are
thinking of
downsizing/upsizing/relocating where we
live – what factors should we consider?
• Should I
use cash to purchase more pension
credit?
• We want
to buy a car / remodel / start a
business. Should we fund it with cash,
selling investments/property, or a loan?
• What
should we do with employer stock (ESPP)?
• My small
business is finally profitable, and I
want to set up a retirement plan. Which
plan should I use?
• Should we
use my inheritance/bonus to pay off
debt, set aside an Emergency Fund, save
for college, or fund our retirement
plan?
**During one 30-minute session, you will
only have time to discuss 1-3 specific
targeted question(s) with Todd** |
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How does Laser Coaching Work?
Before the session,
you will fill out a short questionnaire with your basic financial
information and your targeted question(s). You will email or fax the
questionnaire, along with any accompanying documents, to Todd at least
24 hours before your appointment.
At your appointed
time, call Todd on his direct line for your 30 minute session. Upon
request, Todd may meet with you in person at his office in Scottsdale,
Arizona
During the call, Todd
will answer your targeted financial question(s) and discuss your money
concerns. He will not prepare any written recommendations or analysis,
but can send a short summary email, upon request.
Need more? During or
after the meeting, you may request additional analysis, written
recommendations, or consulting – and Todd will direct you to the most
appropriate package for your needs.
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Satisfaction Guarantee
No
worries! If you do not feel that you
have received your money’s worth in your
session, contact us within one year of
your session and we will refund your
money.
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What's the investment?
Each 30-minute
session with Todd is $150. Want to get Todd's advice at a
members-only discount? Just ask!
How do I get started
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Email us
or call (602) 485-3896 to schedule
today.
Need more
time? Simply purchase additional
sessions, and schedule them back to
back!
Yes,
I’m ready to sign up for a 30-minute
Private Laser Coaching Session with
Todd, to address my most important
financial concern.
P.S.
Why not get that nagging question off
your mind? Schedule your Laser Coaching
session today – no risk, satisfaction
guaranteed – and sleep better tonight!
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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.
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