Program Participation Includes
- Initial 1-hour goal-setting meeting
- Subsequent meeting to determine client goals
- Quarterly Coach Accountability Review
- Continued access to coach throughout participation term
- Financial Planning Seminars
At MaeWeather Tax Co. & Finance Team we can help you “Prepare for Financial Security” it’s our motto and we stand by it. Some may ask what exactly does preparing for financial security mean? How do I even get started? I don’t know where to begin. Remember, when you prepare for anything you must have a plan and implement it into action to elicit an expected outcome.
We help you with a personalized financial plan, by first working with you to identify your personal financial goals. What does financial freedom mean to you? What do you expect to gain? We start this conversation by identifying your Short-Term, Mid-Term and Long-Term goals.
Be specific, have goals that are measurable and lastly reasonable and realistic. Think about having the ‘security of financial freedom’. Security and Freedom to live a life of safety and protection from DEBT? You don’t have to live in Financial FEAR. Managing your money will always be a lifetime project, let us help you get started. It’s an investment. It takes time. You have to plan. You have to implement. Start Today!
There are many cliché’s about financial freedom, but one thing that rings true in attaining financial freedom is ‘Changed Behavior’. We will help you identify problems, which leads to awareness and goal setting with the intention to initiate self-regulation.
Client Coaching Goals |
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Coach Accountability |
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Program Participation Includes
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