How To Start Financial Coaching Now
Elite Athletes Have Coaches. Shouldn't Elite Business Owners And Investors?
Whether you are competing in business or competing in the financial markets, you need a competitive advantage to help you reach your personal best. One-on-one financial coaching offers that advantage.
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"Destiny is not a matter of chance; it is a matter of choice." William Jennings Bryan |
With personal financial coaching you are mentored directly by Todd Tresidder over the telephone. You get exactly the information you need – when you need it – with a custom designed coaching agenda to fit your individual requirements. You enjoy the support and privacy of an experienced, personal mentor standing by your side as you journey toward financial freedom.
3 Levels Of Personal Financial Coaching Service To Choose From:
Platinum- $975 per month includes the following:
- 3 regularly scheduled private coaching calls with Todd per month.
- Unlimited telephone and email support between regular coaching calls.
- Unlimited free access to all educational products offered on this site.
- This service is appreciated by extremely active investors and entrepreneurs who have a lot of time demands and can't wait for or keep regularly scheduled appointments thus needing greater flexibility. It is just-in-time, unlimited access on a space available basis.
Gold- $750 per month includes the following:
- 3 regularly scheduled private coaching calls with Todd per month.
- Occasional telephone and email support between regular coaching calls.
- Unlimited free access to all educational products offered on this site.
- This service is the most common starting point for one-on-one coaching clients and will typically continue for 3-6 months. It is perfect for building a foundation, getting clear on a path, forming a plan, and moving into action. Once this foundation is built call frequency is usually reduced (see Silver program below).
Silver- $550 per month includes the following:
- 2 regularly scheduled private coaching calls with Todd per month.
- Occasional telephone and email support between regular coaching calls.
- Unlimited free access to all educational products offered on this site.
- This service is only available to long-term clients who began at the Gold level and have already established their foundation. It is a long-term accountability and maintenance program for staying on track, problem solving, and correcting and adjusting plans as you overcome obstacles on the road to financial freedom. Clients frequently choose Silver service after 3-6 months of Gold service once their foundation is established.
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"Even though I have 21 years more experience in the investment business, I don't know anyone with more wisdom than Todd. His perspective and talents shifted my whole investment company and helped me multiply monthly profit ten times from $5,000 per month to $50,000 per month. If I were to hire anyone to run my business, Todd would be the first on my list." Gary Craig – Entrepreneur and Former Hedge Fund Owner, The Sea Ranch, CA. |
All coaching services are guaranteed and there is never any long-term financial commitment, contractual obligation, or up-front fee like many other mentoring programs. You continue with our financial coaching services only because you are getting more value than you pay for. Other companies try to lock you in with 6 month and one year commitments but with Financial Mentor you pay only on a month-to-month basis as you use the service because that is how we would want to be treated.
It's Easy To Get Started With Financial Coaching…
Obviously, there are a limited number of clients Todd can personally work with so please be patient if no spots are open. To find out about current availability, waiting lists, and to receive instructions for scheduling your no-cost, no-obligation consultation with Todd to determine if personal financial coaching is a good fit for your needs click here or in the box below.
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"Todd's coaching has directly helped me (1) purchase two properties and increase the equity over $300,000 (2) learn to manage the numbers in my business to remain profitable even in the slow season (3) negotiate deals that have saved me tens of thousands of dollars including most recently saving $2,700 on a vehicle that was already priced below blue book (4) hire a former CEO of an advertising agency as our VP of Sales and Marketing and structure a deal to lower my risk by only paying for future growth as it puts money in my pocket." Dan Cosgrove – CEO, Mercantile Systems, Brentwood, CA. |
Clicking this link will take you to a page that is regularly updated with current availability status. If a spot is open the page will provide complete instructions on how to schedule your appointment for a personal consultation to discuss financial coaching with Todd at no risk or obligation to you. If there are no spots available it will provide you with the opportunity to place your name on a waiting list and you will be contacted by email when the first available spot opens. No salesperson will call and you are never under any risk or obligation.
Remember, financial intelligence is the million dollar skill that doesn't cost a million dollars. Give yourself a head-start and accelerate your learning curve years ahead by employing the competitive advantage of your own personal financial coach.
Want to learn more about financial coaching before taking your test drive?
- Learn more about financial coaching and how it produces results.
- The important differences between financial coaching and financial advice.
- Discover what former clients have to say about our coaching services.
- Learn how financial coaching works and what you can expect.
- I'm ready. I want to find out if any spots are available for financial coaching.
Comments on How To Start Financial Coaching Now
Hi Todd,
You and I worked together several years ago, and I thought of you as this market has me in a confused, perplexed state of mind.
However, looking at your current rates, the question is: can you offer recommendations for financial coaches that are solid, and more affordable for someone who is retired, social security incomed and a currently mauled portfolio?
Diane Butler
Hi Diane,
Yes, I do remember you. Great to hear from you again.
If my memory serves me you were working with one of Robert Allen's coaching and mentoring groups or similar when we last talked.
I'm afraid I can't offer recommendations for financial coaches that are more affordable. It is probably self-serving of me to say this but you get what you pay for. Frankly, the reason I started coaching and writing all the content on this site and in the blog posts is because I felt that what was out there was dangerously inadequate.
I deeply disagree with most financial advice including the traditional models not because they are wrong, but because they are dangerous half-truths that get people in trouble. In addition, most financial coaching programs really don't coach in the true sense of the word. They are really educational programs with a specific curriculum and are not personalized financial coaching. Much of the losses resulting from the current market environment are a direct reflection of the inadequacy of these models.
What I teach is what I call, for lack of better terminology, the second layer of knowledge in financial and investment advice. It takes the best of traditional financial advice and adds an entirely separate body of knowledge so that it actually works to build and preserve wealth. It turns the half-truths into whole truths. Unfortunately, to the best of my knowledge I am the only one teaching this material.
With that said, I will be offering occasional group coaching programs and will add a monthly mentor mastermind program sometime in the future. These will both be affordable alternatives that will provide greater access to me and that second layer of knowledge.
I agree and support your concern about watching your expenses (my fees) while on a fixed income with declining assets. That is smart. As I state clearly throughout these pages, the only people who should use my personalized financial coaching services are investors and business owners with capital at risk so that working with me puts more money in their pocket than it takes out. As you are well aware now, it only takes one loss avoided or one smart investment decision to pay for years of financial coaching with the rest of the education and growth that occurs thrown in for free. It is a no-brainer value proposition for the right buyer.
If you are not in a position where my fees make good business sense then I encourage you to sign up for the free educational newsletter on this site because all announcements of new, more affordable, group coaching programs will occur there. In addition, each publication teaches that second layer of knowledge so it allows you to learn tons of stuff and never pay me a dime. It isn't personalized service like financial coaching and mentoring, but it is a great second alternative given the price.
Finally, your comment about what to do with your mauled portfolio prompted me to write a blog post about it. It is dated for publication next week so make sure you sign up for the newsletter.
Hope this helps…and thanks for writing.
How do you become a financial coach?
@Silvia – My passion is providing education that helps my community here at FinancialMentor.Com grow their wealth. I'm not in the business of educating others on how to become financial coaches. I teach people how to build wealth and lead wealthy lives. One of the keys to success is knowing what your business is, what it isn't, and staying focused on your purpose.
With that said, their are a variety of coaching schools and investment education programs to help you develop your skills if becoming a financial coach is your passion as well. I'm just not a good resource for these programs as it not part of my business model.
Good luck…