1. Open the Conversation
- Discovery Meeting
1 hour
"A Journey of a Thousand Miles Begins with a Single Step"--Lao Tzu Sign up for this 30 minute Discovery Meeting via Zoom and I will help you create a plan that will include some changes you can make immediately that will allow you to e ...
- Financial Literacy Workshop Follow Up (Zoom Meeting)
30 minutes
Thank you for attending our Financial Literacy Workshop! Let's continue the conversation over a Zoom call to answer all of your questions. Regardless of your age, we are all in a continuous financial learning and planning process. Th ...
- Complimentary Financial Consultation
1 hour
Thank you for attending our Financial Literacy Workshop! Let's continue the conversation over a cup of coffee or a Zoom to address your current financial concerns and more importantly, to help you move towards your goals. Regardless o ...
- Discovery Meeting: Financial Consultation
30 minutes
"A Journey of a Thousand Miles Begins with a Single Step"--Lao Tzu Sign up for this 30 minute Discovery Meeting via Zoom and I will help you understand what it means to be a financial coach (the benefits and responsibilities), answer a ...
- Kyverna
1 hour
Thank you for attending our Financial Literacy Workshop at Kyverna! I look forward to talking more about some of the concepts we discussed and answering any questions you have that are more specific to your situation to help you move f ...
- Discovery Meeting--Speak at your Organization
30 minutes
"The number one problem in today's generation and economy is the lack of Financial Literacy" --Alan Greenspan You get it! We need to be not only the ones that see where change is needed but also the ones who effect that change for our ...
- Medicare Review/Consultation
30 minutes
Choosing the right Medicare plan can be overwhelming, but I’ll guide you through it in a single 30-minute session. We’ll review your coverage options, confirm your doctors are in-network, and check your prescriptions for any changes. Af ...
- Social Security Optimization
1 hour
- Library Workshop Follow Up (Zoom Meeting)
1 hour
Thank you for attending our Financial Literacy Workshop at your local library! Let's continue the conversation over a Zoom call to answer all of your questions. Regardless of your age, we are all in a continuous financial planning pro ...
- Library Workshop Follow Up (In Person)
1 hour
Thank you for attending our Financial Literacy Workshop at your local library! Let's continue the conversation over a cup of coffee to answer all of your questions. Regardless of your age, we are all in a continuous financial planning ...
- In Service Appointment (Doctors Only)
30 minutes
We look forward to laying out a game plan to grow your practice and also provide continued support in the future. We will share with you how we can help generate reliable referrals, reduce your staff workload, increase your revenue, an ...
- Agency Appointment (Farmer's Agency Owners Only)
30 minutes
We will lay out a simple plan for you that will create additional income by 1) utilizing your current book of business, 2) increasing the size of your book of business, and 3) generating referral sources by increasing your community exp ...
- Campaign Overview
1 hour
Register now and get an inside look at what it's like to be a financial educator and advisor as a part of the biggest financial literacy campaign in North America (and quite possibly the world). Through this campaign, "Financial Educat ...
2. Client
- Personal Financial Strategy Consultation
1 hour
It's time to take the step from worrying to doing. Education will always be a part of the process, but how you apply your knowledge from our workshops, books, or from your personal experiences is the game-changing step to improving you ...
- Catch Up and Client Review
1 hour
We appreciate you trusting us with your financial goals and future. Part of that process is keeping you educated and in touch with your money along the way. Lets take a few minutes to make sure you are on track and aware--for the sake ...
3. Team
- Start Up Meeting
45 minutes
Welcome to the Campaign! You have just joined our great organization and we will get you started on the best path with us to a successful future through our Fast Start. This process will help you learn our system faster, help families ...
- Campaigner Meeting
30 minutes
Facing a challenge? Looking for a faster route to your goals? Just need some business advice for your current situation? All team members are welcome to set a time and chat either one-on-one or in a small group.
- Team Training/Workshop
1 hour 30 minutes
Register for this workshop set to learn the basics of the business in a team environment where everyone can learn from each other and where you will gain the skills to be proficient in this business and in life.
Discovery Meeting
- Financial Future Consultation
30 minutes
Lets begin the journey towards a great future for you and your family
The future belongs to those that decide to start...welcome aboard!
Brad - Retirement Planning Consultation
30 minutes
Let's talk about the next step in your life--the most rewarding step as you move towards your best years! “Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bo ...
- Career Change Consultation
45 minutes
Let's talk about how we can build you a career that aligns with your values and your goals/dreams.
Your best life is the one in which you find fulfillment and become the best "YOU"
Brad
