How It Works
This is a full day facilitated workshop to invoke self-reflection and awareness around credit, how to best partner with a financial advisor and how to prepare your family for Estate Planning conversations. The workshop provides you with insider information and answers to your financial questions from a professional coach that has 16 years in the financial services industry.
~ Flourish Authentically with a Positive Financial Future provides a great solution for:
• Parents looking to help position their family for success
• Individuals who would like to learn more about the importance of credit
• Couples who want to know the right questions to ask their advisors
• Families looking for the resources available to create an Estate Plan
As a result of attending the workshop participants will gain the information they need and learn how to:
✓ Embrace positive financial decision discussions
✓ Identify the steps required to build positive credit, lending and saving habits
✓ Improve conversations with your family and financial team
Each participant will walk away with a participant manual, action journal and new strategies to support their ability to have a positive financial future.
Step 1: Engage me in a discussion to explore if this is a solution for your need.
Step 2: I will send you a brochure to discuss the fit and possibilities.
Step 3: We will see which workshop works best for your schedule.
Step 4: Enhance your ability to have a positive financial future!