ADVISORY SERVICES AND FINANCIAL COACHING

Advice: Plan for tomorrow, live for today.

Advice from a trusted financial professional can help people make better financial decisions, achieve goals and prepare for life’s changes. Whether you choose a WINGS Alliance advisor or one from another firm, they should have the facts, research, insights and strategies to help you work toward your goals.

Should you choose to work with a WINGS Alliance advisor, we will go through the financial process which would be most  comfortable to you. We will break down the financial concepts and decisions into small, manageable steps.

 A strategy for your situation

At Wings Alliance, we believe you have your own story with a unique set of goals and circumstances. That's why we will help you arrive at a strategy that's fully tailored to your specific needs.

What Is Financial Coaching?

Financial Coaching Is a Collaborative, Educational Relationship That Empowers You to Achieve Financial Freedom.

Why becoming wealthy and financially independent sometimes requires a coach?  There’s no secret to building wealth.  Spend less than you earn and invest the difference wisely. Everyone knows that.  The problem isn’t knowing what to do – the problem is getting it done.

 

How coaching can make a significant difference in your financial success?

Financial coaching bridges that gap by providing a powerful, professional partnership designed to produce action.  It can save you time and money by helping you avoid the many dangerous pitfalls and dead-end paths on the road to financial freedom.

Financial coaching can also accelerate your wealth building by taking the most efficient and effective actions toward achieving your goals.

Financial coaching isn’t the latest “get-rich-quick” gimmick or trendy how-to seminar that’s supposed to reveal the “secrets of the rich”.  The secret is there are no secrets.

Instead, your financial coach provides accountability, educational insights, practical experience, and support focused on timeless, proven wealth building principles.

Through a regularly scheduled series of phone calls or meetings, you’ll develop a personalized plan for wealth and be supported in taking tangible actions to implement that plan.

In other words, your coach provides the education and insights, but you’ll do the heavy lifting and are responsible for the results produced. Your coach is the educator and protagonist, but you’re the decision-maker and action-taker.

Coaching can’t be compared to other educational alternatives like reading a book, listening to a CD, or watching the latest seminar on DVD. These are passive, one-dimensional experiences.

Financial coaching is an interactive, dynamic learning experience uniquely tailored to your needs.

Allow us to help you bridge that gap today.