Wealth Creator Coaching

Programs

The Wealth Creator Program

The Wealth Protector Program

Strategic Upgrade Coaching Program

Strategic Upgrade Review Program

TWCP/SUCP Combination

TWPP/SUCP Combination

The Strategic Upgrade Coaching Program™

When you complete your Wealth Creator/Protector Program™ coaching continues. New habits formed during the first phase are refined and strengthened in our Strategic Upgrade Coaching Program™.

This is a unique system whereby the action items developed during your Wealth Creator/Protector Program™ are tracked and implemented on a monthly basis.

We will Review and help you to Update:

	Insurance Policies	Asset allocations
	Investment performance	Retirement Plans
	Employee benefits package(s)	Last two years tax returns
	Wills and/or trusts	Current mortgage(s)
	Credit card debt	Credit history
	Cafeteria plan choices	Social security statement(s)

We will help you to update:

	The Wealth Creator/Protector™ binder
	Household budget and financial software
	The Strategy Circle™

Financial Coaching also includes:

	12 meetings with your coach (usually monthly)
	Telephone calls with your other advisors (up to 1 hour per month)
	Up to 4 hours/year of in-house technical and data analysis
	Unlimited e-mail communication