The Financial Planning Coach™ is a 12 hour program designed to help you work toward your financial goals and priorities through comprehensive and holistic financial planning.
Our process, The Financial Planning Coaching Program™, is not a one time event, but an ongoing process. We help you gather the necessary data to start the process, analyze your personal information, make recommendations and analyze alternatives, assist in implementation of your plan and monitor your progress toward your financial and investment goals.
Your plan will emerge over time as a series of written action-oriented recommendations and resolutions made during personal meetings and telephone conversations. Our fees are based on a per hour charge for analysis, research and personal consulting time.
Advisory services offered through Midwest Financial Advisors, Inc., A registered Investment Advisor.
Click here to download PDF for Financial Planning Process™
MIDWEST FINANCIAL GROUP Welcome to Midwest Financial Group... more>>
MIDWEST FINANCIAL ADVISORS Welcome to Midwest Financial Advisors... more>>
PINNACLE REALTY INVESTMENTS Welcome to Pinnacle Realty Investments... more>>
FINANCIAL PLANNING COACH Your Financial Planning Process... more>>
Securities offered through Mutual Service Corporation Member FINRA & SIPC
Advisory services offered through Midwest Financial Advisors, Inc., a registered Investment advisor.
Midwest Financial Group, Inc., Midwest Financial Advisors, Inc., Pinnacle Realty Investors, LLC, and Mutual Service Corporation are not affiliated companies.
