Did you know that 62% of Americans do not have a financial advisor of any kind? Why is that? Perhaps they have preconceived ideas about what an advisor does, or it’s possible they have had a negative experience with a financial professional. Maybe they don’t realize how an advisor can help them. More often than not, it’s because they don’t think they have enough money to work with an advisor. Regardless of the reasons holding you back, you still have the opportunity to benefit from the experience and advice of a financial professional.
The Decision Coach Program
The Decision Coach Program is designed to help my clients optimize their wealth. I work with you to understand your needs, set goals, and develop a customized strategy based on your financial priorities. Through a combination of one-on-one consulting and technology resources, the Decision Coach Program can help you integrate your financial strategies and feel more confident in your financial decision-making.
This program gives you one year of consultation with professional overseeing of key decisions. You will benefit from quarterly progress calls and annual updates. In addition, you will have access to a private online resource center to organize your finances.
Is the Decision Coach Program For You?
Everyone needs financial advice at some point in their lives. If you’ve ever run into a financial roadblock or been overwhelmed with your financial life, this program could benefit you.
Do You Want Professional Guidance?
Many people want to work with an advisor, but are concerned they don’t have enough money. They are afraid their account balances will prevent them from getting help with planning the direction of their finances. The Decision Coach Program lets you benefit from the services of a trusted professional, regardless of how much you currently have saved, whether it’s $1,000 or $1,000,000.
Whether you are saving your money to accumulate wealth or withdrawing your money to provide an income stream, an advisor can steer you in the right direction, save you time, and ensure continuity in your financial plan.
Do You Need To Streamline Your Financial Life?
If you’ve ever been overwhelmed with the various aspects of your finances, the Decision Coach Program can set you on the right path. You will have access to a private online resource center where you can see and manage all of your accounts in one place. With this big picture of your finances, you will be able to monitor your accounts and determine whether they are on track to meet your goals.
The resource center is a visual tool to help you see the financial effects of your decisions as well as enabling you to track your cash flow to ensure you stick to your budget. Your financial documents could also be securely housed in the cloud rather than in filing cabinets or random piles of paperwork.
If you feel your financial life needs some guidance and focus, I’d love to work together with you to build a plan, unify your accounts, and set you on the right path for your financial future. If you have any questions or would like to become part of the Decision Coach Program, contact me at (949) 221-8105 x 2128, or email me at firstname.lastname@example.org.
About Mike Loo
Mike Loo is an independent financial advisor with more than 20 years of experience in the financial services industry. His mission is to provide a meaningful impact on the lives of clients and the people they care most about, help them make educated decisions with their money, and build a strong financial foundation for both themselves and their next generation. Mike is committed to meeting a high standard of excellence, taking the time to listen to clients’ needs, and designing strategies that aim to help clients save money and reduce debt. He seeks to fit a client’s investments into their life and educate them so they’ll understand their investments. To learn more about how Mike may be able to help, connect with him on LinkedIn, call his office at (949) 221-8105 x 2128, or email him at email@example.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Trilogy Capital, a registered investment advisor. Trilogy Capital and Trilogy Financial are separate entities from LPL Financial.