Services
We provide personal
financial coaching and education services in several formats to meet the the
diverse needs of the community, Our goal is to provide superior content and
unmatchable service that is most appropriate and convenient to you and your
life.
Individuals and Families
Financial Planning and coaching services for individuals range
from the fundamental to the complex. Our financial planning services combine the
fundamentals of convention financial planning processes with a more holistic
approach that focus on the emotional, psychological, and behavior aspects of
money management. Whether you are just getting started, want to improve your
financial situation, or achieve greater financial prosperity, our financial
planning services combined with the dynamics of a life coach will offer you the
clarity, tools, and accountability necessary for success. Read how to
work with us.
Corporations and other
organizations
Our Progressive Prosperity workshops are customized and
interactive presentations that typically run anywhere between one and four hours
depending on the nature of the topic and the needs of the participants. Pre--
and post- delivery assessments are provided to ensure relevancy, actionability,
and retention. On-going customization occurs based on these assessments of
end-users and feedback from sponsoring organizations.
Focus
The main focus of our workshops revolve around and integrate life events
used in conventional financial planning such as birth, education, marriage,
divorce, college, death as a not only a point of departure but to ensure
relevancy and actionability.
Read about>>>>Employee
Benefits Solutions
Read about>>>>Client and Member
Services Solutions
- Read about>>>>Ministry Solutions
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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
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