Your personal expert strategist to achieve 
Financial Success


Our financial coaches support you by helping you identify your financial objectives, develop custom tailored financial strategies to support your objectives, walk side by side with you through the implementation and monitor strategy performance to ensure you stay on track to achieving those objectives.   

How Coaching Works

1

Your licensed financial strategist will ask a number of questions to get a clear understanding of your current financial landscape, your personal objectives, and the gaps we need to address to achieve those objectives

2

Your financial strategist build several strategies to fill the gaps that were identified. Upon your approval, your financial strategist will develop an implementation strategy and work closely with you though the implementation phase 

3

Nothing is left to chance. Your financial strategist will monitor your strategy and maintain constant communication to ensure as life changes, your strategy adjusts to support those changes. The objective is to keep the strategy on track to support your success.

What Can You Gain From Financial Coaching?

Eliminate debt with a custom plan 

Learn how to create and manage a budget

Learn money management skills to better support
your relationships

Put a plan in place to purchase your home

Learn how to secure your retirement

Learn about proven investment vehicles that can be
strategically implemented to achieve your financial
requirements    

Ending Poverty Initiative

On January 3, 2024, the Financial Intelligence Agency launched an initiative to end poverty in the US. The US is among the most powerful countries in the world. Unfortunately, this nation is also battling poverty. We believe that poverty is a disease that is weakening our country while destroying lives. We are attacking poverty with a double edged sword.

 1) We are deploying a financial literacy program. Unlike other literacy programs, this program is offered at no cost.

 2) Supporting implementation: Our licensed financial strategists are joining the fight against poverty. For a limited time, our financial strategists are extending financial strategies and supporting the implementation of such strategies at no cost. 

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