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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