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This is what you can expect from us.
Step One:
You
and your coach become acquainted by phone to determine if our skills are well matched to your needs.
Based on the information
you provide, the coach will outline a proposed action plan and provide a fee estimate.
Your coach will address any questions
and concerns you may have.
Step Two:
We will provide you terms of our agreement in writing. You determine if coaching
is for you and how much or how little help you might want. You only incur charges for the coaching received. There are no
long term commitments. The coaching relationship can be discontinued at any time for any reason.
Step Three:
If
you decide to hire us, coaching occurs at your pace. Typically, one or two coaching sessions will get you started. You can
then return for more coaching sessions as you deem appropriate.
Payment arrangements may be made. We believe if we
do our jobs properly - you will have the resources to pay us.
During busy times, we may refrain from taking new clients
to assure excellent service to our existing clients. Should our workload be too heavy to help you at the present time, we
will do our best to provide you with a referral to another financial professional.
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Here are some tips to help you through the financial planning
process.
List your questions, concerns and objectives.
Set your priorities. Decide which money issues are most
pressing or will make the most difference.
Gather the documents and data you will need to make informed choices. (Such
as your check register, income and debt statements,investment statements, etc.) We have a document checklist available upon
request.
Establish a clear picture of your income and expenses.
Establish a clear picture of your goals.
Using
the data you have gathered, investigate solutions to your situations.
Choose the solutions you are prepared to implement.
Set
those changes in motion.
Set a realistic time frame in which to meet your goals.
Evaluate your progress on a
regular basis.
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To schedule a complimentary interview call (760) 757-7300,
or e-mail us by clicking e-mail Money Mentors.
As we only accept clients by referral, please mention you were referred by our website when you call or e-mail
us.
If you desire a face-to-face consultation, we are located in
Oceanside, North San Diego County, California.
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