With the PARTNER experience you can choose from any of the following a la carte services.

Investor Competency Training

  • Investor Competency Training
  • Catastrophic Risk Assessment
  • Manage risk not return
  • Passive versus active investing

Catastrophic Risk Assessment & Management Competency Training

  • Identify employer-provided benefits
  • Identify best use of Leave & insurance (health / disability / life / property) to secure your future
  • Eliminate coverage unintentionally duplicated with private purchases
  • Avoiding over-insured status

Planning Competency Training 

  • Identify your sense of purpose instead of just a list of activities
  • Where / how / in serving whom do you find meaningful work activity relationships?
  • Identify activity expenses
  • Identify budget requirements

Communication Competency Training

  • Identify / understand thinking styles and perspectives
  • Optimally express values / priorities / goals to a significant other and enable him or her do the same for you
  • Enhance empathetic listening and stop having arguments / start having discussions about finances 

Meaningful Financial Conversations & Coaching 

  • Preparing for income tax filing
  • Budgeting and saving
  • Funding and preparing children for college
  • Eliminating student loans and other debt
  • Estate planning concerns and review of beneficiary designations 

Financial Competency Training

  • Identify & confirm independencies (your strengths/competencies)
  • Identify & confirm interdependencies (your strengths made stronger by partnerships)
  • Identify and confirm dependencies

 Financial Accountability
Planning 

  • Develop a training agenda for areas of weakness or incompetency
  • Choose a strategy for developing competency in a specific area
  • Commit to an accountability partner and schedule for periodic assessment

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