"How to Build Your Financial Success Plan Without a Finance Degree"

Jan 10, 2025 5:01 pm

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"High Net Worth Clients Aren’t the Only Ones Who Deserve Financial Plans"

I often see people wasting time on (a) being angry with the bank for not helping them get financial clarity (b) being angry with themselves for not making the best financial decisions and (c ) feeling defeated and depressed over their money because they think they have Yes, to have a Masters in Finance to build a #FinancialSuccess plan. Yes, bankers create financial success plans for their high net worth clients. Yes, investment advisors create plans of actions for their very wealthy clients. Yes, hedge fund managers come up with brilliant plans that create generational wealth. And so you may feel left out. You may feel worried. You may feel stressed. You may even feel like you don't want to even look at your money.


But you don't need to do or feel any of this!


High net worth clients do get special treatment. That's true. So do coaching clients. And so do students of the Financial Success Academy! Why??? Because I teach you the questions to ask the bankers and investment advisors. #FinancialSuccessCoaching is about getting you results and getting you the support you deserve. One of my clients was was looking at buy 12 acres of land and struggled to find the deposit. Part of the big problem wasn't actually the deposit. It was how she managed her money and the less than great customer service she received from the institutions where she saved. Plus, my client had a bonus from work that she didn't claim because her supervisor would not sign off on the disbursement. So not only did we work on her money strategy, we worked on her confidence to claim what was hers. In 3 months after our coaching programme, my client had the deposit to buy her land and money to pay an architect to draw her dream house.

www.creditrepairja.com


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#WealthBuilding plan or achieve #FinancialClarity. Through #FinancialSuccessCoaching, you’ll learn how to manage #MoneyConfidently, ask the right questions, and make empowered


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www.creditrepairja.com

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