Financial Coaching

$150.00

  • To create increased retention of wealth in familial generations through improved education, and wealth currency maximization in accordance with each client’s values.

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Description

  • Mission: To create increased retention of wealth in familial generations through improved education, and wealth currency maximization in accordance with each client’s values.
    • A staggering 70 percent of wealthy families lose their wealth by the next generation, with 90 percent losing it in the generation after that. Sustaining substantial wealth takes financial savvy–something that not all parents are passing along to their heirs.