Financial intelligence is the million dollar skill that doesn’t cost a million dollars. Give yourself a financial head start and accelerate your learning curve years ahead by working with your own personal financial coach.

Whether you are just getting started or are already sophisticated and experienced, Financial Mentor has a coaching program just for you. Our programs are designed to take you to the next level regardless of what level you are at today.

Each program builds on the previous program. You can select the entry point that perfectly fits your needs and progress at your own pace so that you always get exactly the content that you want personalized to your individual needs.

Wealth Foundations
Frequently, beginners on the path to financial freedom try to run before they can walk and rush straight to investment strategies only to realize their foundation is poorly constructed and holding them back from success. You wouldn’t build a house without a rock solid foundation, and you can’t build wealth and financial freedom without first having foundational principles to build upon. With this program you will start on the path to financial independence putting the right foot forward.

In this program you will learn:

  • The money habits of the wealthy and how you can implement them in your life for financial success.

  • Why budgeting doesn’t work and how you can save more without all the suffering.

  • The cornerstone of all successful wealth building programs that is a necessary first step to financial freedom.

  • Understand how your psychological money programs affect your finances and how you can reprogram yourself for success.

  • · Examine your current employment situation and understand how it impacts your wealth building strategy.

  • Learn about your biggest expense and how you can manage it to have more of what you want without having to make more money.

  • How to examine your existing finances, monthly cash flow, and net worth.

  • The lost art of saving and how to revive it without depriving yourself today.

  • Examine your past thinking about money and how it held you hostage.

  • Create new money thinking and affirmations that create wealth.

  • Understand what it means to respect money so that it respects you.

  • How to retire on a guaranteed income for life so that you can relax and enjoy your post work years free of financial stress.

Investing Foundations:
Don’t let the name fool you – this course has been taught to successful millionaire investors who felt it was anything but basic. While the concepts are sophisticated, do not be intimidated as they are simple to understand when taught properly. Expect this program to open up a world of investment strategy and knowledge that takes you beyond the conventional wisdom pedaled in your local bookstore or monthly periodical.

In this program you will learn:

  • The mathematics of compounding wealth and how it should impact every investment decision you make.
  • Sophisticated risk management tools that could save your retirement from potential disaster.
  • Your personal investment edge and how to develop it into a lifetime of wealth and financial freedom.
  • Understand the biases, commissions, and advertising incentives hiding behind your investment advisers and how it affects the advice you receive.
  • Three ways to value any investment so that you can get a clear picture of the risks and potential.
  • How to make money in any market so that your emotions no longer have to ride with the current market trend.
  • How to invest with confidence and a plan so that you no longer have to stress or worry.
  • How to create multiple streams of passive income so that your financial freedom is never susceptible to any one market or investment strategy.
  • Create your own investing rules unique to your strategy and goals.
  • Examine a multitude of investment plans and strategies so that you can choose the one that is right for you.

Investment Specialties:
These programs are designed for clients that want to achieve excellence in a specific type of investment strategy. The goal of each program is to create a personalized plan with action steps and investment rules so that you can invest with lower risk and more consistent, high returns.

Real Estate Wealth: If you love real estate investing then you will love this program. We will examine:

  • Your time and money resources to determine which strategy is right for you whether it’s quick cash, cash flow, rehabs, wraps, or tax liens.

  • How to choose an organizational structure for maximum tax benefit and liability reduction.

  • Velocity of money and how it impacts your ROI.

  • How to develop your own rules for investment so that you can know at a glance if a particular property is the right investment for you.

  • Sound management principles for maximum cashflow.

  • And much, much, more……

Professional Trader
If you think education is expensive, just try ignorance. Nowhere is this more true than the world of trading. This program is designed with 16 years of research and daily trading experience from a former hedge fund manager who knows the world of trading from the inside. This program is an essential first step where we will examine:

  • The crucial relationship between your psychology and how winning traders think.

  • The single most important key to successful trading and why no-one is going to tell you about it.

  • How you can develop a winning trading system.

  • How to choose the right system that matches your personality, time and financial resources so that you can succeed.

  • How to treat trading as a business for maximum returns and maximum tax deductions.

  • How to determine your investment edge so that you are making the best use of your resources.

  • Mathematical expectation so that you can build a system that consistently profits.

  • Mathematics of compounding wealth and how it impacts trading system design.

  • And much, much, more…….

All coaching programs are $500 per month and include the following:

  • Three weekly telephone calls per month lasting 45 minutes each.

  • Email, fax, and telephone support between calls.

  • FREE newsletter subscription.

  • Special discounts on all educational products.

  • Private access to our loaner library of educational products.

  • Unconditional Money Back Guarantee: If at any point you are dissatisfied with your coaching program all unused funds will be refunded without any questions or hesitation.

Limited time slots available. Call or email today to check for availability.

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