Financial Coaching, Tax Planning and Investment Management

Financial Coaching for Young Professionals

Financial Coaching with a CFP® Professional Is a Collaborative, Educational Relationship that equips you to achieve financial freedom in less time with fewer mistakes.

There’s no secret to building wealth.

• Spend less than you earn and invest more for What Matters Most.
• The problem isn’t knowing what to do – the problem is having the discipline to do it.
• Financial coaching bridges that gap by providing a powerful, professional partnership designed to produce meaningful results.
• It can save you time and money by helping you avoid the many common pitfalls and dead-ends on your road to financial freedom.
• Financial coaching can accelerate your wealth building by implementing the most efficient, effective Financial strategies toward achieving your most important goals.
• Financial coaching isn’t the latest “get-rich-quick” gimmick or trendy how-to webinar to uncover the “secrets of the super-wealthy”. The secret is simple: there are no secrets.
• Financial Planning Process
• Your Financial coach is a CFP® Professional who provides accountability, educational insights, practical experience, and support focused on timeless, proven financial planning principles — using the Certified Financial Planner™ Process.
• Through a regularly scheduled series of phone calls and screen shares, you’ll develop a personalized Blueprint for building wealth and you’ll be supported in taking clear steps and actions to implement your Blueprint.
• In other words, your CFP® coach provides the education and insights, but you’ll do the heavy lifting and you are responsible for your results. Your CFP® Financial Coach is the educator and guide, but you’re the decision-maker and action-taker.

Financial Coaching should not be compared to other educational alternatives like reading an article, listening to a podcast, or watching the latest webinar YouTube. While Millennial WeathCare uses these resources in our training, these passive, one-dimensional pieces of disconnected content will leave you frustrated and unfulfilled.

Financial Coaching is designed to help you take the next step — again and again — moving you closer and closer to your vision, values, and purpose.

Financial coaching is an interactive, dynamic learning experience uniquely tailored to your needs and your financial blueprint.

Not Ready for Financial Coaching? Join Money Study Group Online for serious students of Personal Finance.