Tri-Strand Personal Financial Coach for Individuals, Families, Seniors, & Small Businesses
We believe that everyone can secure their financial future regardless of their stage of life and personal circumstances. The possibilities for creating wealth and living a happy, financially stress-free life are enormous if one knows how and takes the appropriate actions consistently.
Three Important Factors for Financial Success
- A genuine desire and commitment to learning and applying proven strategies is critical. This should be under the direction of experienced and knowledgeable coaches and expert financial professionals.
- All individuals within the household must be aware of and supportive of the plan.
- Becoming aware of core values, beliefs, and behaviors that undermine financial success is critical. Once values and beliefs about money are identified, one can choose to make permanent changes in behaviors that are essential for financial success.
Tri-Strand Financial is a personal financial coach driven to assure that you get the results you need and deserve. That is why we include a valuable analysis of your values, beliefs, and behaviors as a fundamental part of our financial coaching services.
Financial Coaching for Living a Financially Secure and Abundant Life
The Tri-Strand personal financial coaching model is an individualized approach integrating financial analysis, financial security, and financial planning. Your unique financial plan with strategies to maximize your success, provides a road map for plotting a course and staying on track. As your financial wellness coach, we provide guidance and tools as a one-time financial planning and coaching service or for any number of coaching sessions. Ongoing maintenance allows us to evaluate your progress and help you to adjust your plan when and if your needs should change.
During financial analysis, our role as your personal financial coach is to identify and evaluate your individual needs and goals, financial strategies you currently have in place, their adequacy in meeting your needs, and gaps that put you at risk. We include specialized questionnaires that reveal your core beliefs and attitudes that influence your moneymaking decisions and behaviors. We also analyze the impact of financial stress on your physical and emotional health and relationships. This analysis provides the foundation for you to establish a financially secure future and to accumulate wealth.
What would happen to your family, home and future plans if you were unable to work or even worse, you passed away? The younger and healthier you are, the greater chance you will qualify for insurance that will protect you, your family, and your assets. Besides tax advantages, some types of life insurance offer living benefits. Others serve as an investment vehicle while providing a substantial death benefit. Do you know what financial products are best aligned with your life stage, needs for security, living expenses, and asset protection? As a financial mentor, we offer you access to financial planning services and financial management to help you stay the course and get the best possible financial results.
It is never too late for financial planning. Of course, the younger you are, the greater opportunities you have to accumulate wealth. With the right investment strategies, you can turn a few thousand dollars into six figures or more in 10-20 years. Financial coaching centered around financial planning involves the formulation of an action plan that best meets your financial needs for security, wealth accumulation, living expenses, and asset protection. As your personal financial wellness coach, we help you with a plan that is aligned with your financial needs and stage of life. Your plan will be designed to meet your needs through retirement regardless of the length of your life.
Financial Coaching FAQs
We provide one-on-one financial coaching for individuals, families, seniors, and business owners. Financial coaching begins with a customized analysis based on your unique needs, goals and stage of life. The analysis is the basis of a financial plan designed to help you to achieve financial security, acquire and protect assets, manage your expenses and debt, accumulate wealth, and provide for retirement years. Coaching may include a single session that provides you with a comprehensive plan, or any number of sessions that help you to plot a course and stay on track.
Success from financial coaching requires an investment of your time and money. Mostly it requires a willingness to learn and consistently apply new ideas and strategies to your life. You may have to work on changing beliefs that associate money with being evil, corrupt and/or greedy. Those beliefs can keep you stuck in old ways that sabotage financial growth.
Another major factor for success is the importance of all individuals within your household being aware of and supportive of the financial plan. When everyone affected is educated, enthusiastic and supportive, you and your family will begin to feel in control of your money. You will work as a team to stay on track and celebrate your successes.
Through coaching, you will understand how you are spending your money and how to live within a budget where you get paid first. You will realize how your money is growing exponentially from the power of compound interest in investments that keep you secure and grow assets for life.
Soon you will realize how sound financial choices will allow you to pay for a wedding, college education, go on vacation, purchase a home, and even retire without debt and have all your needs met regardless of the length of your life.
We work with individuals, couples, seniors, and businesses regardless of age. Our coaching services are most productive when our clients have a reliable income, are committed to learning and consistently following a financial plan, and are not upside down with excessive credit card, school loans, and mortgage debt. When debt is a major problem, we provide debt management referrals to companies that specialize in debt reconciliation, short sales, and/or bankruptcy.
We can help people nearing or in retirement in a number of ways that protect and grow their assets without risk. Based on their individual needs and goals, we help them with a realistic plan to pay essential expenses and maximize income for as long as they might live.
Financial training provides you information on various financial topics related to money, debt management, life insurance, annuities, rollovers and more. This education from programs, books, and videos, provides you with an understanding about money. Training does not guide you in applying these concepts to your life.
A financial coach is a mentor who provides you with a customized analysis based on your unique needs, goals and stage of life. The analysis is the basis of a financial plan designed to help you to achieve financial security, protect your assets, manage your expenses and debt, accumulate wealth, and provide for future retirement years. Financial coaching will reinforce training about finances obtained through financial programs, books and videos,