Finance & Investment Industry Coaching Programs

About Coaching…

I coach via telephone, so it doesn’t matter where you work or live. My finance and investment clients live all over the United States, Canada, and international countries. Clients call me for a twice monthly phone appointment, the first and third weeks of every month.

Coaching is provided on a monthly retainer basis.

Telephone Coaching

Clients select the coaching program and areas they wish to work on:

• Business Coaching
• Prospecting Coaching
• Marketing Coaching
• Sales Coaching
• Leadership/Executive Coaching
• Job Search Coaching -Request specific info for this program
• Career Exploration Coaching
• Business Plan Coaching

Here's what's included:

• Two pre-scheduled coaching calls per month (the first and third weeks of every month)
• Private Client Website – work on examples and templates on your own time or during our calls
• Email correspondence – get questions answered as needed
• Personalized Action Plan - know what you need to work on
• Emailed High-Level Recap and Action Items
after each session


2 30-45 minute calls* per month
6 month commitment, fees paid monthly

Fees: Request a Consultation

• Coaching is an ongoing relationship - those who achieve the most success stay with coaching 12-24 months and longer
• Coaching is not an expense. It is an investment in your financial success.

A la Carte Branding Services: Expert, high-end design

Logo design, website design, brochure design, business card design.

* Custom pricing per project.

On-site Visits

On location site visits in conjunction with coaching available upon request

*Additional calls are available for the first few months of coaching for an additional fee, if needed

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