We’ve been talking about our Personal Wealth Coaching program for a while now.
We keep talking about it, because through this program, our clients are finding clarity, gaining confidence and reaching their financial goals.
The best thing about our Personal Wealth Coaching is that it’s personal: it’s about you! We take a detailed look at your unique goals and financial situation, and help you take control of your money and invest it well. With a professional analysis and advice personalized to your situation, we help you reach your financial goals.
Here’s what every Personal Wealth Coaching session looks like:
- Document what your goals and objectives are by writing them down on paper, so that you and your spouse can see them, adjust them and pursue them.
- Review all of your assets (such as real estate) and talk with you about your legacy, your future plans, whether or not your trust fund is up-to-date, etc.
- Give you tax strategies.
- Analyze your portfolio.
- Create for you an ETF portfolio tailored to your goals and objectives.
- Give you an easy-to-follow, short-term action plan (such as a 30-day or 90-day action plan) that fits within your long-term goals.
If you’re in a place where you’d like to get some help, but you don’t want to hire a full-time financial advisor, our Personal Wealth Coaching program is for you. Your satisfaction is always guaranteed!
Check out our Personal Wealth Coaching program today—why wait? The sooner you contact us, the sooner you can start making (and saving) money. We’d love to answer your questions at 800-300-3684, or email askdoug(at)dougfabian(dot)com.