Financial Coaching Headline
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Resources for Individuals and Businesses
Tax Checklist for Individuals
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Tax Checklist for Businesses
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FREE DOWNLOAD
Resources for Individuals and Businesses
Tax Checklist for Individuals
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Tax Checklist for Businesses
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Appartment Sale
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Completed Project
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Award Winning
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Happy Clients
Customized Personal Wealth Plan
The first step in financial coaching is to design a strategic wealth building plan that capitalizes on your competitive advantage. It is based on your unique skills, values, resources, and interests, and it includes at least two of the three paths to wealth – paper assets, real estate or owning your own business.
It will be carefully engineered over a period of weeks thus providing a road-map to wealth so that you know exactly where you are going and have your hands firmly on the wheel.
Consistent Results
Having a plan of action is only half the battle: moving consistently toward the desired target is the other key to success. The weekly accountability provided by financial coaching maintains focus so that procrastination is eliminated and life distractions no longer get in the way.
You get more done every week thus producing consistent results.
Reduce Mistakes
The brainstorming and vetting process during financial coaching helps you avoid mistakes and control procrastination on the difficult issues that cost you big time.
With an experienced coach as your collaboration partner you benefit not only from your coach’s personal experience, but also the experience of hundreds of clients that walked the path before you.
Greater Happiness And Balance
You are a congruent whole: there is no separating how you do the small things from how you do the big things. For that reason financial coaching explicitly works on financial goals while also positively impacting your whole life – including relationships, health and much more.
The result is increased self-awareness so that you integrate all aspects of your life into a balanced, cohesive plan.
STAY INFORMED
Looking to save $1,000's in taxes this year?
Get exclusive offers and secrets for cutting your tax and keeping your cash with our tax-filing and planning strategies
Email: ljamesjr@ivfinser.net
Call Us: (818) 943-2953
Address: 12277 Apple Valley Rd NUM 299
Apple Valley CA 92308
