Personal Finance
The Wealth-Coaching Financial coaches have established a strong reputation for success by helping thousands of students learn effectively manage their personal finances and investments. The department currently has over 100 years of personal financial experience.
Wealth-Coaching has assembled one of the most experienced, qualified financial coaching organizations in the world, and has made financial independence affordable for virtually every family in America. Wealth-Coaching’s program combines interactive learning and veteran coaching to guide clients through the process of creating their unique Financial Independence Plan. Our coaches are more than cheerleaders. They are educators, advocates, and mentors of the mind. The proven principles we coach include the following areas
- Goal Setting
- Cash Flow Management
- Risk Reduction
- Accelerated Debt Elimination
- Emergency Planning
- Small Business Philosophy
- Investment Planning
- Tax Reduction
- Retirement Planning
- Creating Wills and Trusts
- And more ...
The Mentoring Program Includes Access to the following resources:
- Weekly live conference calls on different personal finance topics. The conference calls are a great way to gain additional knowledge and learn from some of the nations top financial instructors. They will also provide students with the opportunity to consult and learn from other students in a similar situation. The calls are also accessible throughout the week on a recorded line in case you can’t attend the live call or downloadable within the success center.
- A complete financial curriculum manual to assist you in your education. As your coach is teaching you new personal financial strategies, you will be able to follow along in our manual. The manual will allow you to take notes and recall what topics were discussed in your weekly sessions.
- Additional materials as determined by the director of your program. After meeting with your director, he or she will determine what other tools would be helpful in your education. Some of the tools include additional notebooks and CD’s, tax savings and asset protection materials, and other valuable materials for a financial student.
The one-on-one coaching relationship allows the client to suggest to the coach what areas they want to concentrate on and helps the client to fully understand a principle before moving on. Because the client is in control of the direction of the mentoring program, the following financial topics are only suggestions of what can be covered during the program. These topics can, and probably will be, altered to meet the needs of the client.