Beginning Wealth Builder Coaching Session

The Beginning Wealth-Builder Coaching Session is designed for individuals or families who are out of debt with the exception of a home mortgage and need to begin future planning. A strategic plan will be developed that includes a fully funded 3 to 6 month emergency fund, saving for short-term and long-term goals, connecting you with an Investing - Endorsed Local Provided (ELP) to assist you with Long Term Investing and College Funding. We will also discuss and review your will and insurance planning.

The Beginning Wealth Builder coaching session includes the initial 2 hour coaching session, a 1 hour follow-up session within 30 days, and free e-mail and phone support for 6 months, plus a copy of Dave Ramsey’s New York Times Bestselling book, “The Total Money Makeover”.

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Waddell Coaching Services | 49 Deer Creek Drive | Amelia, OH 45102 | Mobile: 513.728.0864

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