Recorded WCP

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Information about Recorded WCP

Published on October 8, 2009

Author: 57whz8m


The Wealth Coaching Program : The Wealth Coaching Program Matson & Cuprill, LLC Failures of Financial Planning : Failures of Financial Planning Lack of customization Lack of education Over reliance on assumptions A vehicle to sell products Complicated Speculative The Wealth Coaching Program™ : The Wealth Coaching Program™ Combines traditional planning with “drills” designed to direct behavior toward discovering and achieving your True Purpose for Money.™ Focuses on moving away from traditional financial myths by relying on academic research to develop strategies that operate in the client’s best interest, not the brokerage firm or insurance company. Core Philosophies : Core Philosophies Free markets work Good planning does not require death to be successful The future cannot be accurately predicted Clients will hear our opinion even if they don’t wish to hear it. Simple strategies typically work best Wealth Advisory Components : Wealth Advisory Components Critical Factors Discovery Abundant Cash Flow Retirement Map Financial Foundation Formula Free Market Investing Process Personal Income Tax Relief System Purpose Based Estate Planning Social & Community Strategy Wealth Coaching Components : Wealth Coaching Components Discovering Your True Purpose for Money Choosing Your Investment Philosophy Separating Myth from Truth Understanding the Dimensions of Risk & Return The Investment Vortex Costs: The Dark Side of Investing Structuring Your Free Market Portfolio The Next Steps : The Next Steps Critical Factors Discovery Engagement Agreement Meeting Schedule Implementation Checklist

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