Wednesday, December 17, 2008 - 10:59 pm 

This site contains the tools you need to build a secure future for your family.  Our research and experience in personal financial planning has found that there is one thing keeping you from creating wealth and enjoying the "rich and fulfilling" life you deserve and desire:  Knowledge!

WHAT'S NEW on RichAndFulfilling.com

END OF YEAR TIPS - Save hundreds if not thousands of dollars in taxes - Free / Public

WEALTH HEALTH INTENSIVE Workshop - One Day all-day event to jump start your financial future.

WEALTH HEALTH RADIO - Every Saturday morning - Hear recent shows - Free / Public
Wealth Health Radio Archives - Free / Registered Users Only

ETHICS - The Wealth Coach Code of Ethics.  Compare the ALTUS Code to that of the person/firm giving you financial advice.

You see, there is lots of information out there, but it all seems to be attached to some agenda or another.  We wanted to share the principles and concepts that are the foundation of a solid financial plan - one that you will implement - free of conflicts of interest, sales pitches or agendas.

That is why we created this website. 

That is why we spend hours every week writing material and posting it here - available for free.  Economic Literacy (or lack thereof) will turn out to be the biggest challenge facing our country at some point in the very near future (if it isn't already).  Use this site and our Wealth Health Radio show as part of your diet of financial information.

*** LATEST POST AVAILABLE *** 

Once December 31st is done two things disappear forever - one is the chance to save $245 on the Wealth Health Intensive.  The other is the chance to employ a number of end-of-year financial planning tools.  This is the same material that the Wealth Coach is reviewing with all of his clients as the year comes to a close.   READ THE BLOG

*** POST YOUR COMMENTS ***

Now you can post your comments and questions regarding anything financial.  The Articles Section of this website gives you access to my blog posts and gives registered users the opportunity to "Ask the Wealth Coach" or just post your own comments and questions.  Read the Latest Comments

Financial Planning for Everyone

FAMILY WEALTH HEALTH INTENSIVE WORKSHOP

In your lifetime, you will seek medical advice many times.  You'll sit in Dentist chairs more than you want (talk about painful and expensive).  You will have need of legal services from lawyers, too.  Financial Planning should be a part of everyday life for most Americans, too.

And yet, most of you will never enjoy the benefits of working with a professional in developing a financial strategy for a secure future for your family.  You handle money everyday - but the odds are against you getting advice on this from someone who holds your best interests as their primary concern.

That is just plain sad.  Getting good, unconflicted financial advice from a CERTIFIED FINANCIAL PLANNER professional isn't cheap.  For the first year, an average client will pay $2500 to $5000 in fees.  This is actually a good deal - we'll get you back more than that amount in taxes and other hidden fees.

Still, for the average person - $2500 is a lot of money.

THE SOLUTION

We have created a one-day workshop to deliver the bulk of the educational material and many of the tools I share with my clients every day ... but it is available to you for about a quarter of the cost of a regular financial plan.

This is a one-day, all-day "Intensive" and it is intense.  We start at 9am and go until 9pm with a few short breaks including time for lunch and dinner.  In the course of this day we will cover everything from insurance coverages to estate planning, investment allocation strategies to cash flow management techniques.  We'll even do a couple of values clarification exercises so you will have clarity of the things in life that are truly most important to you.

The workshop uses Accelerated Teaching techniques to deliver important financial information you need to know in such a way that (a) you will learn more, (b) you will learn it faster and (c) you will retain that information longer.

When it is over and you are driving home, you will:

(a) have greater clarity of your goals, life mission and vision and your values (the things that are most important to you).  You will know where you are going.

(b) have confidence that you are on track to enjoy a secure future with your family.  I will give you a solid, foundational understanding of all the major elements of personal financial planning including what to watch out for when a financial salesperson is trying to sell you a product.

(c) have less financial stress in your life.  I will share access to tools and techniques you can use to pursue your life goals including web-based software to manage cash flow and update your current financial position on a daily basis (automatically).

Compared to the normal cost of a full wealth-coaching engagement with my firm or any CFP® professional, the cost of this one day event is a bargain at just $795.  With this one day workshop, you will get everything my regular clients get except the one-on-one coaching and the written strategy (although you may add these for a nominal fee).

Think about it - Just $795

$795 will get you and your spouse (or one other family member) into an incredible event which will take financial stress out of your life and help you make smart choices with your money - not $795 each ... $795 for both of you together.  Programs like this usually run $1200-$2000 PER PERSON, but you can both attend for only $795.

Call my office to learn more and reserve your space - 805-476-0333

EARLY BIRD SPECIAL - Even though this is a great deal at the regular $795 tuition, we want to make it irresistable for you to try it out.  So if you register by December 31, we will slice $245 off the regular price (about a third).  You can be a part of this workshop for just $550 ... and your spouse or a second family member STILL gets to go for free.

This offer absolutely will end on by New Years or when all the spaces are filled (whichever comes first).  Call in and reserve your spot now - 805-476-0333.  Even if it is after hours, leave a message and we will call you back.  Financial education worth $2500 or more - all for $550.  Make the call now.

FINANCIAL LITERACY TOOLS YOU CAN USE

As for the other 95% of Americans, they grasp few (if any) of these concepts. 

The secrets I will to reveal to you are the difference between “enjoying a rich and fulfilling life” and “never quite making it.”

YOUR RELATIONSHIP WITH MONEY NEEDS TO BE DIFFERENT

The solution lies not in how you “think” about money … but how you “feel” about money.  I know that sounds a little strange, but its true.  Intellectual knowledge won’t stop you from spending.  Sound advice from your financial planner won’t stop you from making an unwise purchase.  Threats from your spouse or family - or even bill collectors - won’t stop you from caving in to the buying impulse.

Be a part of the first ever, Family Wealth Health Intensive workshop.  Do yourself a favor and sign up today and ask for your pre-registration bonus.

Call 805-476-0333 right away for more information and to reserve your space.

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In order to learn this information, you must register to this site.  Registration is free and takes only a minute.  Unlock the secrets of the wealthy.  If you haven’t yet registered, do so now.  Then sign in, learn the five secrets of the wealthy and begin to change your life.