How it Works

My Prosperous 2014 Coaching Package

What is it?

It is My Prosperous 2014 Coaching Package –an opportunity to work with me, Fern LaRocca, Certified Financial Planner™. 

What will you get?

You get to work with me, a Certified Financial Planner with over 28 years experience, one on one, for 9 months to discuss each aspect of a personal Financial Plan. A total of 9 sessions. 

No conflicts of interest, no selling- just good advice and mentoring. 

How does it work?

There will be a 1 hour phone (or Skype) call each month for 9 months.

We will have a session on each of these topics: cash and credit, risk management, estate planning, financial goals, investment planning, retirement planning, and tax planning.

Plus you will get 2 additional sessions to discuss or review the topics of your choice.

What is the result?

The result is that you will have a solid financial plan to build wealth that includes your personal goals, tax bracket, and risk tolerance.

As a free bonus, I will give you resources and checklists (when appropriate) that will make it easy for you to stay on track.

 Why now?

I will be working with only a few clients this year so I can concentrate on writing. Don’t pass up this opportunity.

Make 2014 the year that you get your personal finances in order to build wealth- even in down markets.

You deserve to get those burning questions answered and receive a professional overview of your investments.

 How do I sign up?

Email me at fern@wholeheartedway.com with the words- My Prosperous 2014 in the subject line and I will send you an application to see if I can help you.

 Have questions?

No problem, just email me and I will be glad to talk to you more.

I look forward to coaching you to a prosperous 2014 and more! 

Stop Procrastinating and get some help to put your finances in order so you know that your money is working for you.