We believe coaching starts with discovering your true purpose for money: that which is more important than money itself. It begins with asking yourself this very simple question:
“If I were at the end of my life, what would have to happen for me to be able to say I have lived a life without regret?”
Through this question investors are able to discover their true purpose for their American Dream, money and their life. Their purpose can transform one’s spending, saving, giving and investing decisions in a powerful way.
Coaching transforms the investors' experience with money and investing, leaving them with freedom, fulfillment and love.
Our core belief is that investors need a coach, and without one, they resort to partaking in the destructive investor behaviors. These behaviors seem logical in the moment, but often erode at the investor’s peace, joy, and fulfillment.
Investors discover these destructive behaviors and how to avoid them at the American Dream Experience and our virtual Investor Breakthrough coaching calls. Through coaching investors are developed to be prudent and disciplined throughout an entire lifetime. They gain the knowledge and understanding to navigate all their financial decisions in an empowering way rather than fear, greed, speculation and emotion.
We offer investing solutions to individuals, business, not for profits and foundations utilizing an academic approach firmly founded upon empirical Nobel Prize-winning research.
We offer a wide variety of financial services to Individuals, Business, Not-for-Profits, Organizations, and Foundations.
Investing & Retirement Plans
Our tools and services help you identify and fulfill on your dreams.
- Individual, IRA, Roth IRA, Trust
- College Savings Plans
- Annuities: No commission and no surrender charges
- Personal Financial Dashboard & Vault Storage
We offer tools and services to help you identify and reach your financial goals and dreams
- Risk Tolerance Analysis: Assessment of volatility tolerance and long and short term goals.
- Portfolio Analysis: Assessment of risk and return in your portfolio.
- Financial Budgeting: Retirement, Long and Short term financial goal setting