What Is Investment Coaching?

Investment Coaching Is a Collaborative, Educational Relationship That Empowers You to Achieve Financial Freedom

There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that.

The problem isn’t knowing what to do – the problem is getting it done.

Investment coaching bridges that gap by providing a powerful, professional partnership designed to produce action.

It can save you time and money by helping you avoid the many common pitfalls and dead-ends on your road to financial freedom.

Investment coaching can accelerate your wealth building by implementing the most efficient, effective investment 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 Investment 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® investment coach is the educator and guide, but you’re the decision-maker and action-taker.

Investment Coaching should not be compared to other educational alternatives like reading a book, listening to a CD, or watching the latest webinar online. While Family Wealth Builder will use these resources, are passive, one-dimensional experiences that end up leaving you frustrated and unfulfilled.

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