Personal Coaching |Retirement Coaching |Business Coaching | Values Assessment

Retirement Coaching

Can I help you?

If you are thinking of hiring a retirement coach, you are likely ready for one.

Successful retirement coaching clients are ready to:

• Explore values, vision, and behaviors related to planning for your financial future
• Welcome change
• Take control of their retirement planning, eager to make sure all areas of their lives are financially protected and addressed as best as can be
• Minimize taxes, including income tax, IRA tax, Capital Gains tax, and inheritance tax
• Be open and honest
• Explore how their own behaviors and actions affect their personal financial and retirement planning results
• Use a balanced approach to estate and financial planning
• Use a solution-based approach without dwelling on the past
• Take calculated risks to achieve goals
• Consider legal financial planning and investment concepts they probably have not seen before

Contact me for a complimentary, ½ hour coaching session. Remember, I am a certified coach, specifically trained to help you find the answers you need to stretch and grow.

Coaching is probably not for you if:

• You are not willing or ready to uncover the truth about your financial situation
• You are not willing or ready to change
• You want someone to give you the solutions to your problems
• You are afraid to live your life your own way to achieve your financial goals
• You feel changing is too much work
• You are afraid to be guided by your personal values
• You are hesitant to use non-traditional legal concepts to increase your wealth and minimize your taxes

Our coaching process is simple and painless – we simply help you uncover answers already within you. When you're ready to make a move forward and face the future unencumbered by the past, contact me for more information.

Respond and learn how financial and insurance products and investment strategies can be used in various planning strategies. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability for this information to your situation. 16109 1100310

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