One-on-One & Group Coaching
Financial Immortality Coaching
Your Financial Immortality System (FIS) is your Management and Protection System. It’s designed to operate and grow the income generated by your Emancipation, Affluence, and Wealth Systems. Your FIS should be implemented simultaneously as, or soon after, you implement your Financial Emancipation System.
We use the tools that drive success for major brands and corporations to guide you through the following phases;
Discovery - Identifying Your Short, Medium, and Long-Term Objectives - Food/Shelter/Clothing, Education, Lifestyle, etc.
Design - Architecting Your Strategies - Generational Planning and Projection, Financial DNA Mapping, Risk Tolerance, etc.
Development - Building Your Tactics and Approach - Legacy Trust, Corporate Structures, Governance, etc.
Activation - Implementation of Your Monitoring, Communication and Governance Mechanisms - Financial Performance Analytics, Team Management, Board of Advisors, etc.
Our Approach
Our Approach focuses on using the same processes and tools that drive success for major brands and corporations. FIS Coaching services are designed to help you establish or increase momentum. We do this by helping you identify any blockers and make recommendations to overcome or avoid them.
Our Approach focuses on using the same processes and tools that drive success for major brands and corporations. This includes Discovery, Analysis, Planning and Execution.
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Discovery: Your journey to Financial Emancipation begins with the discovery phase, where we explore your needs and expectations. During this phase, we’ll help you identify your current financial geography as well as your key objectives. We’ll ask relevant questions to seek an understanding of your specific circumstances. The discovery phase sets the foundation for future work sessions and helps us gain important insights to help you map your journey.
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Analysis: Once your financial geography and future objectives are identified, the analysis phase commences. We’ll conduct an assessment of your current financial situation, helping you gather relevant information and analyze key factors that may influence your journey. This analysis may include a SWOT (Strengths, Weaknesses, Opportunities, and Threats) assessment, an Internal and Professional Team review, and may also involve examining other pertinent information. The objective is to gain a more holistic view of where you are and where you want to be.
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Planning: Armed with insights from the analysis phase, we’ll move into the planning phase. Here, we collaborate closely with you to lock down your objectives and develop a strategic plan that aligns with your goals and addresses identified challenges. This involves: outlining specific deliverables, establishing realistic timelines, and allocating necessary resources. The planning phase aims to create a roadmap that guides you toward achieving your desired outcomes effectively and efficiently. It may also involve exploring alternative approaches, considering risks and contingencies, and ensuring feasibility and alignment with your overall destination - Financial Immortality.
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Execution: With your plan in place, you’ll move forward to the execution phase. This stage involves the implementation of the strategies and activities outlined in the planning phase. This is when you’ll begin executing the plan, coordinating tasks, and ensuring smooth progress. Key to your success will be maintaining open lines of communication with your Internal and Professional Teams, establishing regular status updates, achieving key milestones, as well as making any adjustments along the way. The execution phase emphasizes collaboration, proactive problem-solving, and agile decision-making to address emerging challenges promptly.
