Approach to Financial Planning | The Wealth Fitness Group

Our Approach

We approach financial planning as a financial life coach rather than a money manager. We adopted this style of planning because

Financial decisions, emotions, and beliefs regarding money most financial decisions are governed not just by logic and facts, but also by emotions and beliefs regarding money.

As a financial life coach we explore these beliefs and patterns with you. The awareness we gain helps to guide you on the path forward, not just define the destination.

The path to Financial Well-being is a process that is client-driven and values-based. Our recommendations are grounded by intelligent, independent advice. They are always implemented in an objective and caring manner.

At all times, your interests come first.

Ultimately, your plan includes advice, encouragement and information that allows you to live a more independent, conscious and financially secure life.

The Path to Financial Well-being
The Path to Financial Well-being balances the financial and emotional aspects of your financial life. We integrated the Certified Financial Planner Board of Standards’ planning process with the Financial Life Planning® model from Money Quotient® in order to achieve the most effective and enjoyable experience possible for you, our clients.

Explore, Engage, Envision, Enlighten, Empower

1. Explore

Understand Primary Issues and Concerns
Identify Client’s Goals and Dreams
Verify Fit and Define Client-Coach Relationship

2. Engage

Understand Client’s Values and Priorities
Gather Client Data
Increase Client Self Awareness and Commitment

3. Envision

Create a Vision for the Future
Mutually Define Client’s Personal Dreams and Financial Goals
Establish Guidelines for Your Financial Life Plan

4. Enlighten

Analyze and Evaluate
Summarize and Clarify Insights and Knowledge
Draft and Present Your Plan
Verify Alignment of Plan with Client’s Life Dreams and Goals

5. Empower

Implement Plan based on Client’s Insight, Knowledge, Motivation and Commitment
Coach Client Through Transitions
Monitor Plan and Explore Client’s Financial Well-being

Service Offerings

Affiliations

“Living your life with financial integrity is an ongoing journey, rather than a destination.”

— Conscious Finance
by Rick Kahler and Kathleen Fox

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10736 Jefferson Blvd., Suite 652
Culver City, CA 90230
Office: 424.237.8294
E-mail: info@wealthfitness.com