Status: Currently Accepting New Clients
See The Instructions Below To Schedule Your Strategy Session…
“Your questions cut right through that little voice of doubt in my head and helped me get clear on the skills and thinking processes I need. My financial goals are no longer just a pipe dream. Now I have a road map of where I need to go, and I know how to get there.”
Jane E. Latimer, M.A. – Owner, The Aliveness Experience, Denver CO.
The purpose of the strategy session is to allow you to test-drive my services so that you can determine first hand if financial coaching is the correct next step for you. During this call I will answer any questions you have, we will discuss what you are looking for, and we will develop strategic next steps for your personal path to wealth. The objective is for you to walk away with tremendous value and a direct experience of coaching so that you have all the information you need to make a smart business decision.
While there is never any charge for this strategy session and you are never under any obligation, I do request that you respect my time and only request the appointment after pre-qualifying yourself by first reading this article describing the profile of a successful coaching client.
If your situation seems reasonably similar to the profile of a successful coaching client (nobody is a perfect match) then it is highly likely a coaching relationship would be mutually beneficial and we should talk. You can schedule your appointment by completing the form below with the following information:
“I want to express my gratitude for sharing your financial wisdom and knowledge with me on our trial run phone call and again when I spoke with you briefly this week. I truly appreciate your clarity, perceptiveness and way of expressing. Your words have given me plenty to consider as I reorganize my life… Thank you so very much.”
Jamie McGregor, Deming WA.
(1) List three dates and times that are convenient for your calendar. You should budget up to one hour for the strategy session even though it may last anywhere from 30 minutes to one hour. I currently limit consultations to just one appointment per day during the hours of 9am to 4pm PST // 12 noon – 7pm EST on Tues, Weds. or Thurs. so please request your time within those guidelines. Please note: I have clients from all over the world so please express all times in Pacific time to minimize confusion. Thanks.
(2) Also, please include a brief note about yourself and what you are looking to get out of financial coaching. Nothing long – just a few, brief sentences will do fine.
(3) Double-check and triple-check your email address for accuracy so that I can respond. Please use only your primary email address.
“I just wanted to thank you for your time yesterday and for sharing your expertise. You gave me some much needed focus on what options are best for my specific situation. And I particularly appreciated the clarity of your advice and your honesty in assessing my coaching needs without pitching me.”
Yann Vernier – London, England
I will then reply back by email confirming which of the three times you requested fit into my schedule. I will also include in the reply email some questions and thoughts for you to consider prior to our call to help you maximize the value you get from your strategy session.
I look forward to speaking with you personally.
Todd R. Tresidder