FINANCIAL COACHING

You want to invest in the same plan your friend did, or to buy that fancy car? Is that what you
really need?

Financial behavior is a function of a deeply ingrained value system. A plan will not
succeed if it contradicts your values at some level. Do you know what values are most
important to you?
Do you have your financial goals listed out in order of priority?
Can you differentiate between needs and wants?
Do you have a goal-based plan of activity and a monitoring system?

Get your priorities sorted out before a financial advisor can tailor a plan for you.
Speak to a financial coach, in a one-to-one meeting, phone or Skype session.