One Financial Check Up Could Change The Trajectory of Your Life

If you’re like most babies you had a wellness check up 3-5 days after you were born.

And do you know why? 

Because your parents and doctor wanted to make sure that even though you resembled an alien or Benjamin Button, there was nothing actually wrong with you. 

Your health was so important that you couldn’t even wait a full week before someone had to check your vitals. 

And do you know what else is important now that you’re an adult? 

Your MONEY!!! 

Money may not be a matter of life and death (although sometimes it is), but it does determine whether you have options, freedom, comfort, and in many ways… power. 

In my mind, that makes financial check ups for adults almost as important as wellness check ups for infants. 

With regular check ups we could almost guarantee financial growth and stability for people who have jobs.

It’s so simple yet so powerful… and I don’t think it’s an accident that financial checkups aren’t the norm in our society.

Your Financial Health

Imagine how different your life would be if within 3-5 days of turning 21 you had a strongly recommended wealth check-up. 

Instead of being thrown kicking and screaming into the world of adulthood, you would have a trained professional measure your financial vitals and give you a plan to achieve optimal wealth.

Right now, I meet with clients who have been working for 10, 20, and even 30 years who have never talked to anyone about their finances… and it shows.

Lots of debt, few assets and wasted opportunities. 

And the worst part is, it doesn’t have to be this way. 

Imagine how much money you would have right now if someone had taught you proper money management from the beginning. It’s insane. 

One 45 minute conversation could literally change the trajectory of your financial future, especially if you choose to work with a coach to expand your finances and accelerate your path to wealth.

 >> Schedule a Free Financial Discovery Call Today <<
(This call is best suited for people who are making money but don’t know what to do with it.)

How Your Financial Check Up Goes

A financial check up is really simple and has 4 main parts. 

Part 1: Your Goals

We start your financial assessment by looking at your goals and what you hope to accomplish. 

The truth is, most people never get close to their financial goals and that’s why we start there. 

This sets the stage for us to focus on the end game as we move through the conversation. 

Part 2: Your Current Financial Situation

Next, we jump into the questions and evaluate your current financial situation. 

Do you have an emergency fund? 

How much do you have saved? 

Are you investing now or planning to invest in the future? 

Questions like this help us assess your financial strengths and opportunities with absolutely no judgement. We just want to help you identify the best next steps. 

Step 3: Bridging the Gap

Finally, we look at the gap between where you are now and where you want to be.

Unlike most coaches, we give you a specific break down of recommended financial priorities and how much you could potentially increase your net worth over a 12 month period. 

Step 4: Exploring your options

One of the main reasons I offer free financial discovery calls is because I want to be your financial coach. And I’m not shy about that!


It’s easy to think that you don’t need any help… until you wake up 30 years from now realizing you still haven’t done many of the things you said you’d do. 

Even the greatest athletes in the world have coaches, and it’s part of what allows them to stay dominant in their respective fields. 

No matter who you are financial coaching is going to accelerate your path to wealth and give you the clarity and confidence you need to take action. After our call, that decision is up to you. My team will support your decision either way. 

Potential Results

When it comes to results, our numbers speak volumes:

Our clients have purchased condos, acquired properties, bought income producing assets and more. But they all started by doing the very simple work of building a solid financial foundation.

92% of the people who meet with our team rate our calls as a 9 or 10 out of 10. 

And that’s something I’m very proud of. 

If you want to have your own personal coach for 45 minutes to help you get to that next level, schedule a discovery call so that we can help you reach your financial with clarity and confidence. 

Click the link to schedule a call. Read below to learn what others who have been in your shoes had to say about it.

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