The best way to recover from financial mistakes…………….. What value do you get out of your monthly check in with your banker or financial advisor? Is this a meeting where you update your advisor on changes to your business or your family? I can confess that the birth of my special needs son caused me to see the yawning gap in the service provided by financial service providers. Not one financial advisor that I visited could advise me on the best route to take to protect my son’s financial future given his disability. I later learned that such financial planning requires a specialist. Then there was the divorce. Another story all together, in terms of the emotions involved in decision making. Yet, again, my regular investment manager was no help. He was sympathetic, but not helpful in navigating the waters of divorce. Again, another specialist was required. So as life changed and my financial needs changed, I realised that I need to be certified in making the best decisions for myself. And then I started to help others to make financial decisions as well. It was a journey that is on going. Your financial life will change. That is the nature of humanity. And perhaps it is not fair to demand so much of the financial services sector, yet, so many of us need help in charting the course through our emotions and our financials. So where do you get help from? Let me help you build a new financial life by creating a plan to mutliply your money and decrease your debt. https://financiallyfocusedcoaching.com/home/services/
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While working in the financial sector, I realized that some clients got favorable treatment and others did not. It was about having someone available to call you and say do this and do that. Or move your money here or ask for this opportunity. I realized that if I had that kind of mentorship, it could make a real difference to my life. Never would I have guessed that having a child with special needs would propel my need for financial mentorship so quickly. As I learned, I shared with my clients. And now I open this training for you.
My role is to take you by the hand and make sense of what seems to be an overwhelming process. You can deep dive into our curriculum that guides you to financial empowerment!