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Financial Coach, Inc. is a successful business in San Diego, owned by CEO and President Elisabeth M. Sanders. A leader in the financial services industry for more than nine years, their team of experts create customized solutions for each individual client specifically tailored to their individual goals.
The goal at Financial Coach, Inc. is to educate people about wealth transfers, and to help people start recapturing these transferred dollars to create more wealth for themselves. To that end, they have partnered with Don Blanton of MoneyTrax, Inc. to produce the book Maximize Your Circle Of Wealth.
In the words of Elisabeth M. Sanders, CEO and President of Financial Coach, Inc.:
"Specialized goal-setting is a hallmark of the Financial Coach process. Being a regular speaker at seminars and events around the country, I came to understand the problems that people were having with taxes, inflation, and changing financial regulations.
"I felt it important to start educating not only my clients but our industry about effectively identifying and exploring the negative impact of wealth transfers in the building of wealth, and identifying strategies to reduce or avoid wealth transfers altogether. My goal has been to EDUCATE people about these wealth transfers and help then start recapturing their costs and redirect these dollars back to them to create more wealth for them vs. the financial institutions that are creating these wealth transfers.
"If you lose a dollar you did not have to give away, such as taxes paid unnecessarily, you not only lose that dollar, but what that dollar could have earned for you had you been able to keep it.
"Everyone wants to Maximize their Circle of Wealth, and with the tools in this book you will understand your full wealth potential, and be provided with the knowledge and power to make the most of all your money!"
Book Contents:
- WHAT IS YOUR CIRCLE OF WEALTH
- HOW CAN I SAVE IF I DON’T WANT TO REDUCE MY LIFESTYLE SPENDING?
- HOW DO I MAKE BETTER FINANCIAL DECISIONS THAT SAVE ME MONEY AND GIVE ME BETTER BENEFITS?
- LIFE INSURANCE? HOW MUCH IS ENOUGH?
- WHAT IS YOUR # 1 ASSET? YOUR ABILITY TO EARN AN INCOME!
- OTHER INSURANCE YOU CAN’T AFFORD TO LIVE WITHOUT
- HOW DO YOU PROTECT THE ASSETS YOU’RE WORKING SO HARD TO BUILD?
- HOW TO USE HOME EQUITY TO MANAGE DEBT?
- TAXES AND OPPORTUNITY COSTS
- LIQUIDITY, USE, & CONTROL: LEARN HOW TO BE YOUR OWN BANKER
- WOULD YOU RATHER BE A SPENDER, A SAVER, OR A WEALTH CREATOR?
- WHAT IS THE BEST WEALTH ACCUMULATION VEHICLE FOR ME?
- RETIREMENT! READY OR NOT?
- WHAT WILL I SPEND FIRST?
- BOUNCE THE LAST CHECK OR LEAVE A LEGACY?
- YOUR CIRCLE OF WEALTH – WRAP UP
To order copies of the Maximize Your Circle of Wealth book, visit FinancialCoachInc.com or print, fill out, and FAX this order form to FAX 619-640-2600.
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