I’ll Help You Set Your Money Goals:
Let me be your financial coach! Coaching is taking someone from where they are to where they want to be financially. If you can imagine it you can achieve it! I work with you through a solution based coaching program and apply the results to money, business and your personal life.
First we design your ideal reality in all areas of your life from money, relationships, family, to business. With my banking and brokerage experience plus my training as a life coach we decide what you want, why you want it, and then implement the plan. No area of life that touches money won’t be optimized.
I have helped hundreds of clients go from being horrible with money to being money super stars. It’s all about the relationship you have with it. Many of them are featured in my latest book From Middle Class To Millionaire.
Million Dollar Makeover!
$445 (+HST)
Everyone needs a money makeover! I spend two hours with you to determine where you want to go financially and how to get there. I use my banking experience to get you the best interest rates on any of your debt, set up budgets, 5 year goal plan, and enable you to write interest off if possible. I then use my investment experience to put you on an investment plan so that you are on your way to be a millionaire – without paying any extra brokerage fees. You’ll feel like a million bucks knowing you have the plan.
We’ll Cover:
a) Personal and Financial Goal Planning
b) Budget development to bang off all of your goals
c) Career business planning
d) Debt strategies and re-payment
e) Porfirio review and enhancements
f) Property and home planning and mortgage optimization
Hope you all sign up and let me take you all from Middle Class to Millionaires! Email me today at dave@iheartmoney.ca.
Dave
