Integrated Financial Training: Westchester NY

Empowering you to Manage your Money and your Happiness



Financial Education: Decisions & Planning

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Recent surveys suggest that more than 50% of the population does not know where to turn to get financial advice they can trust. Investing is very complex. If you want to cut through the financial haze quickly and easily, the education services are the place to start. We can help you become self directed or evaluate your adviser's skill with confidence. We have free articles on the web, or you can schedule one-on-one or small group sessions to target the knowledge which provides you the greatest benefit for the least cost. Ultimately, financial decisions are life decisions. They need to be made within a framework that can produce greater happiness and comfort with oneself. The financial coaching service targets this framework and is provided free of charge.

Advice to Trust – We do not profit from any other sources besides your fee only services.

Financial Quiz - See how much you know about finances where it counts. If needed, our free articles and fee only learning sessions can help. Once you understand the financial implications, you can place the decisions back into the context of your life where they belong.

Value of Planning - The backbone of finance is the long term financial plan. Planning ensures that we can take care of ourselves so no one else has to. Of course, we can work also on specific issues without the planning process. But our important decisions can be fed through the matrix of such a plan any time if we want to see the impact on our lifestyle. When we take proper care of ourselves this way, we will not need to look over our own shoulder and question the decisions we made in the past. We will simply know we did our best

Planning Tools up to Contemporary Standards - The point of analysis is to better understand the ramifications of our decisions for the long run. For individuals this means how much money you will have to spend on a yearly basis throughout your lifetime. To do this work properly we need to use common sense. We need to understand the analytic models that exist, know their strengths and weaknesses (including time and cost to perform them), and only use them where they are helpful. But there is also another system that is critical to our success: helping others. By helping others succeed we raise the tide for everyone, including ourselves. We can integrate this ethical principle into your financial plan so you will have all cylinders firing and be in better shape for the long run.

Right Size your Financial Life – If you feel the uncertainty of today's world is troubling, perhaps you are right. We summarize a case where a family used planning to avoid significant problems and improved their situation. They got a good feel for how things worked. We use this case study to provide insights into how a sound planning process can reduce fear and panic leading to sound long term decisions.

Legal - The purpose of this site and all services offered are educational in nature and not to provide any investment advice, planning or recommendations of any securities. The purpose is to educate you to make your own financial decisions, or prepare you to evaluate your financial advisors with confidence so you can gain trust in the services they provide.





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