Private Wealth Coaching™ Meeting Details

Our Private Wealth Coaching™ program including your written Wealth Mapping Report™ is a cost- effective way to create strategies, action plans and clear pathways customized for you and your family and your own vision of your “financial” future.

Here’s what every Private Wealth Coaching™ session looks like:

First Meeting (usually no more than 90 minutes):

  • Document what your goals and objectives are in writing, so that you and your spouse can see them, adjust them and pursue them.
  • Review all of your assets (including businesses and real estate) and talk with you about your current and future plans specific to each asset owned.
  • Gather your documents and answer any questions about the scope of the review being completed on your behalf.

    Second Meeting (usually no more than 120 minutes):

    • Review and analyze your estate planning documents to determine and outline if your documents are consistent with your stated goals.
    • Review and analyze the tax reduction planning you have in place. This includes suggesting strategies to avoid unnecessary taxation and improve your accumulation planning.
    • Review and analyze your current insurance coverages, including suggesting ways to improve coverage and/or reduce costs.
    • Review and analyze your investment portfolio using Morningstar and other tools to uncover hidden risk and/or unnecessary investment fees. We then will provide some suggestions that might help improve your accumulation planning and/or net income received during retirement.
    • Give you an easy-to-follow, short-term written action plan (such as a 30-day and/or 90-day action plan) that fits within your long-term goals.

    Check out our Private Wealth Coaching™ program today—why wait to find the clarity and gain the confidence needed to pursue your financial goals? We’d love to answer your questions at 888-908-4BFF, or email

    Sign up here for low-cost Private Wealth Coaching™.

    Complimentary Review or Paid Review?*

    If you are presently working with or want to begin working with a financial advisor, our Wealth Management SOS™ (“Second Opinion Service”) is available to you as a Complimentary Consultation. Learn more about our Wealth Management SOS™ (“Second Opinion Service”.)

    * The determination of whether or not you should pay a fee for our Private Wealth Coaching™ or if you want to take advantage of our complimentary Wealth Management SOS™ (“Second Opinion Service”) is on the “honor system” as the determination about who pays a fee for our service (or not) is left up to those who seek our assistance.

    Return to Previous Page