Major Life Change - Decision Making Session
$495.00
1 x 90 Minute Session
- 8 Psychometric Tests
- Credit Report Review
- Full Budget Planner (to be completed by the client)
- Wealth Blueprint (to be completed by the client)
Major life changes occur in many forms you may be ready to start goring your wealth, starting a business, exiting a business, changing jobs, going part time or full time, buying, selling or renting out a property, family planning for marriage, having a child, divorce, separation, changing states, changing countries or any other major life change. All of these impact you emotionally, mentally, physically and of course financially. In one session we tackle the decision making around your major life change via Pete educating you on all things finance and legislation. Getting these answers to your questions fast will empower you to be able to make an informed and educated decision. Most clients can move forward after this power session with Pete and make their strategic decision. Many clients discover there is much more they seek to develop and move on to another IFS Mentor program. You will have access to the Budget Planner and Wealth Blueprint to complete when you are ready. If you wish to complete the Budget Planner and Wealth Blueprint with a coach please invest in either the Wealth Blueprint Program, Money Mentorship or IFS Property Mastery Mentorship Program.
This powerful session will answer your questions regarding all things finance and investment from an unbiased independent expert. Pete is a former Certified Financial Planner (CFP) and former SMSF Specialist Advisor (SSA) and a current Mortgage Broker, ICF Coach, Real Estate Agent, Collaborative Practice Practitioner (Divorce and Separation) and Holistic Health and Wellness Coach. His MBA and Master of Marketing further support his 20+ years of professional experience.
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