Listen to Jeff on WSTU 1450am,... every Tuesday from 10:05-11:00am,... Listen to Jeff on WSTU 1450am,... every Tuesday from 10:05-11:00am,... Listen to Jeff on WSTU 1450am,... every Tuesday from 10:05-11:00am,...

WEALTH COACHING

Wealth Coaching" and "Financial Planning"? Financial planning is a process that's been around a long time. What you need to know is that it is frequently product driven. Some advisors want to sell you. "Wealth Coaching" is an educational process using scientific and 2 Nobel prize winning theories and applying it to investing. We involve the client in the process and teach them how markets work and how diversification can reduce risk. We know that an educated client is a confident investor.

These Are Topics To Be Covered In Coaching Sessions

  • 1. Separating Myths from Truths in investing
  • 2. Choosing Your Investment Philosophy
  • 3. Examining Your Expectations - Keeping it real
  • 4. Understanding The Dimensions of Risk and Return
  • 5. The Investment Vortex – Getting thru the Black Hole of Investing
  • 6. Structuring Your Free Market Portfolio
  • 7. Costs – The Dark side of Investing
  • 8. The Critical Mindset for Harnessing the Power of Free Markets
  • 9. History of Investing
  • 10. The Benefits of International Investing
  • 11. Putting Risk to work for your portfolio
  • 12. The Grand Enigmas of Investing

Sign up today for a Wealth Coaching Seminar by calling 1-877-419-2008 or by emailing me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

TEACH WEALTH MANAGEMENT UPCOMING EVENTS