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SERVICES TAILORED TO YOUR SITUATION

 

WHAT DOES THE COACHING PROCESS LOOK LIKE?

The process is simple:

  1. Set up a free consultation

  2. We learn your goals & create a plan that works for your life

  3. You reach your goals

Coaching sessions are held via video chat (Zoom).

PERSONAL COACHING:

  • Breaking the paycheck to paycheck cycle

  • Budgeting

  • Debt Reduction and Management

  • Education/College Funding

  • Emergency Funds

  • Wealth Building

  • Helping you never utter the phrase “I make too much money to be this broke!”

  • Retirement Planning & Estate Planning

  • Insurance and Risk Management

  • Leaving a Legacy

BUSINESS COACHING:

  • Lunch & Learn Seminars for associates

  • Business Planning or Cash Flow

  • Actually taking home profit and a salary from your business

  • Dealing with creditors or letters from attorneys

  • Start-Up Planning

  • Separating Personal & Business Expenses

  • Small Business Succession Planning

  • Coaching programs as an employee wellness benefit

  • Businesses average over $100,000 of improvement in the first year

 

GROUP PRESENTATIONS/ SEMINARS / CONFERENCES:

  • Common Topics:

    • Financial Wellness

    • Budgeting

    • Debt Elimination

    • Finding your WHY

    • Money & Marriage

    • A Wealthy Mindset

  • Lunch & Learn Seminars

  • Marriage Conferences / Retreats

    • The most common source of fights? Money

  • Churches - Scripture has a lot (800x) to say about money. Are we hearers only or doers?

Let's Connect Today

We Value the opportunity to discuss methods we can employ (generally, rarely employed by many advisors) with regards to how we can help you strengthen your financial future. Please contact us today to schedule a free - no cost, no-obligation strategy session.

Request A Complimentary 

15-Min Strategy Session

Phone:

1-877-529-6543

 

Email:

Financial411@Att.Net

FinancialFitness2@gmail.com

The Colony, TX 75056

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© Copyright 2017 by Financial411.Net  - All Rights Reserved Including the Right of Reproduction in whole or in part without the express written consent - A Division of Financial Fitness & Insurance Services, LLC - A Nevada Corporation 

 

Financial 411, Robert Goldsmith, and Deanna Goldsmith are representatives of Financial Fitness & Insurance Servcies, LLC, a Nevada Corporation.  Robert has been a licensed insurance and financial professional since 1982 and is a member of the National Ethics Association and National Association of Professional Agents.  Deanna Goldsmith is also a member of the National Association of Professional agents and has earned her certificate as a National Social Security Advisor. Deanna Goldsmith has been a licensed insurance professional since 2003. Financial Fitness & Insurance Services, LLC, Robert Goldsmith, and Deanna Goldsmith do not provide legal or tax advice, any information perceived as legal or tax advice is purely consequential.  For legal or tax advice you should always consult a licensed tax advisor or attorney.