My Approach to

Financial Coaching

The 3 P’s

 

When You Discover It

PURPOSE

We begin here – To guide you in discovering Your True Purpose For Money

How do you discover it?  What is most important to me?  Why?

PHILOSOPHY

Next –  We create and discover your Philosophy for Money, Finances and Investing that is in alignment with your purpose

Discover a new world of what it means to invest and choose the level of risk that gives you peace of mind

Discover how using a Financial Coach will keep you disciplined for a lifetime

Create and discover strategies and tactics that never include speculation and gambling 

Discover the empirically tested Nobel Prize winning academic investing principles

PORTFOLIO

Last – We take actions that are in alignment with your Purpose and Philosophy

Remove all Stock Picking, Market Timing and Track Record Investing from your investment portfolios

Apply the empirically tested Nobel Prize winning academic investing principles, stay disciplined and re-balance

Live Life on Purpose and Fulfill on Your American Dream

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