Wellness Visits

Wondering why you struggle to do better, even when you know better?

Maybe you are not experiencing financial distress but would like to learn more about your relationship with money and identify the barriers that have kept you from financial health.

Maybe you want help in clarifying your financial goals -- to be sure the goals you set are consistent with your authentic life goals.

If so, then Wellness Visits are for you!

Through Wellness Visits, you may:

• learn your "Money Type(s)"

• learn how to prevent Money Type differences from interfering with relationships

• learn how conscious and sub-conscious money beliefs shape your life

• harmonize your financial goals with your life goals

• identify your financial strengths and weaknesses

• learn how to maximize strengths and manage or overcome weaknesses

Wellness visits can help you attain greater financial peace and health.

They are especially well suited for:

• Engaged and Newly Married Couples

• Anyone in the process of developing a financial plan

• Anyone struggling to do better even though they know better

• Financial Advisors