Do you want Todd to create a step-by-step financial action plan
to reach your most important life goals?

Do you want to work with Todd one-on-one?

Private Client Coaching is working with your financial expert one-on-one to craft a financial plan tailored to your specific needs. Private Client Coaching is appropriate for people who want to work with a coach one-on-one, and who want a written financial plan and an overview of their entire financial situation. Consulting is also appropriate if you want someone else to do the analysis for you.

• Are we saving enough money for retirement?
• Are our investments appropriate for our situation and goals?
•  Should we pay off debt or invest more, or can we spend more now?
• Can I afford to start a business, stay at home with my kids, or retire early?
• How can we fix what I did with our investments?
• Can we afford to live here, or do we need to move to a less expensive place?
• How are we going to pay for private school and/or college education for our kids?
• I’m being laid off – how can we keep afloat until I find another job?
• Do we need more insurance? What kinds, and how much?
• How should I allocate my 401(k), 403(b), 457 plan, or IRAs?
• Am I taking advantage of all my employment benefits?
• How can I pay off this debt?
• Am I taking all the advantages of being self-employed?
• Should I save money in my taxable account, IRA, Roth IRA, or 401(k) plan?
• What should I do with this annuity or life insurance policy?
• What should I do with my end-year bonus or proceeds from stock option sale?
• What do we need in our estate plan?
• How can I plan to invest in rental real estate and create passive income?
• How can we save money on taxes?

Step One - Your First Consulting Appointment: Before your first appointment, you will fill out a confidential questionnaire with your financial information and financial questions, and a risk tolerance questionnaire with your financial history and preferences. You will email or fax the questionnaires, along with any accompanying documents, to Todd at least 24 hours before your appointment.

During your first Consulting Appointment, you will discuss your financial concerns with Todd, and decide together on which package is right for your situation. Todd and you will go over your financial situation and determine if he needs any more information or documents to create your plan.

Step Two - Todd will analyze your situation and create your financial plan, tailored to answer your questions and help you achieve your specific goals. He will create a written financial plan, with her recommendations and reports for you to review.

Step Three – Your Second Consulting Appointment: During your second appointment, Todd will answer your financial questions and present your written Financial Plan. You will have an opportunity to ask additional questions and brainstorm with Todd how you will be able to implement your plan. You will also have the opportunity to run different goal projection scenarios (if included in your package).

Step Four – Implement Your Plan: You now have a step-by-step Action Plan (to-do list) to implement the plan to reach your goals. With your free four month membership in The Money Mastermind, you have unlimited email and fax access to Todd to ask questions and get help implementing your plan.

Step Five – Your Third Consulting Appointment: About 30-60 days after your second appointment, you will have your follow up consulting appointment. During this third appointment, Todd and you will discuss the implementation of your plan and Todd answer your additional questions. This appointment gives you a deadline to get started on your plan – and will help you create major change & make significant progress on your plan in just a few months.

#1 Three one-on-one appointments with Todd. You may elect to have your appointments by telephone or in person at Todd’s office in Scottsdale, Arizona. Each appointment will last approximately 45-60 minutes.

#2 Written financial plan, tailored to answer your most important financial questions. The plan will contain Todd’s written recommendations, and reports in support of his recommendations – such as Net Worth Statement, Goal Projections, Investment Reports, and Life Insurance Projections.

#3 A step-by-step action plan to help you meet your specific goals. The Action Plan will be in the format of a to-do list, with specific steps you need to take in the next few months, and each year. Your Plan will include specific direction for executing your plan – for example, which account type you need to open, and how much money you should invest in a general investment strategy. We can refer you to solid, low-cost investment managers if necessary. 

BONUS #1
Learn the principals behind Todd’s recommendations
Get a big picture overview of your financial situation
Understand how to create, modify, and implement your financial plan
 

BONUS #2
Todd on email & fax retainer for your financial questions
Monthly call-in day’s with Todd to ask your targeted money questions
Monthly expert calls to learn more about your finances
Todd’s investment recommendations and tax law updates
Todd’s Referral rolodex
Recordings of monthly expert calls on CD
Support for your money group or investment club

Basic Financial Plan Package $1147 Investment
In the Basic Package, Todd will concentrate on issues revolving around income, expenses, assets, and debts – answering questions such as:

• Can I afford to purchase a home?

• Should I refinance my mortgage?

• Should I use cash to pay off debt or invest for my goals?

• How can I start saving more?

• How can I pay off my debt?

Full Financial Plan Package $1847 Investment
In the Full Package, Todd will look at the above issues, and also work with you about achieving your short, mid, and long term goals (including retirement and college funding), teach about allocating your investments, and protecting your assets and family through insurance. In this package, Todd will answer questions such as:

• Am I saving enough money for retirement?

• Can I afford to stay home with my kids?

• How should I be investing my nest egg?

• Which retirement plan should I set up for my at-home business?

• Do I need more insurance?

• Should I invest in rental real estate, start a business, or just save in my retirement plan?

Todd is limited to how many private clients he can take on each year. He is only taking 24 private consulting clients in 2008. Once his calendar is filled, you may be put on the 2008 waiting list, or sign up for his 2009 openings.

Sign up today and put down a $500 deposit to reserve your spot for 2008. If you are not ready to schedule your appointment, you may defer until later in the year.

Satisfaction Guarantee

No worries! If you do not feel that you have received your money’s worth in your session, or change your mind and want to give up your reservation to another person, contact us within one year and we will refund your money.

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.

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We also have more articles in our resources area.

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