Please check the background and information about our founder here. As you progress through the system, you’ll meet more of the Wealth Strong® Life Solutions team as each need arises.

You will also meet our staff, advisors, educators and coaches when attending events put on by FinER Center (the Financial Education Resource Center) and FedEBC (Financial Employee Benefits Center).  These non-profit educational organizations are sponsored by Wealth Strong® Life Solutions.

Typically people start working with Wealth Strong® Life Solutions after taking advantage of workshops or services provided by FinER Center or FedEBC.

Part of the discussion we have with people who learn advanced strategies and concepts from us is that we ask if a person has not heard of or taken advantage of strategies that may make a phenomenal difference in their financial life, that they use our staff, advisor or experts to provide products and services instead of going back and purchasing those services or products from people who have not provided the education or proprietary programs we provide.  Doing this allows us to continue our non-profit sponsorship and expand our reach beyond the typical financial firm.

We have also arranged for a six month trial of the federal newsletter service, TSP SafetyNET for federal employees working with us.  In addition, we have a special program available for those who currently are working with a money manager and feel they would like not only a second opinion but a 6 month trial of something new — all at a very low monthly price under $30.00 a month.

Using great technology does cost money but because we work with a diverse base of clients, we are able to keep our firm on solid footing.  Also we attempt to use a structure regarding fees and if necessary commissions which has the companies that provide products to pay us over a long period of time INSTEAD of what typically happens in the financial industry where financial people take big commissions upfront.  Our goal is to provide a suite of powerful services and  tools that are not only appreciated by our clients but they find so useful that they tell others about us.  Through the support of our clients, we continue to grow, to add more team members and expand our programs

First, do you have a real sense of the true wealth in your life? We help you live in gratitude for what you already have.

Second, our program helps even the most experienced or sophisticated person see what they may be missing regarding how their assets are working and being managed.

So let’s start with Reason 2 first:
The team at Wealth Strong Life Solutions is dedicated to working with members through an advocacy role. While they have considerable sales background, they are beyond that now. They realize that there is an amazing number of products or services available for any person’s financial track or in any integrated strategy for making money serve someone more effectively. Check out how we work.  We also bring in vetted professionals as consultants who we invite to work with us through the non-profit organizations we sponsor. We don’t start working with you to eventually sell you some product, we work with you inside our vision to create a more secure and sophisticated community of individuals who are empowered in their financial life.

Reason 1:
Some people find that even though they have everything taken care of, but there are days when they just don’t feel satisfied. They might continually seek more — and if that is what you want, we can probably help you.  But typically we find the the “more” probably doesn’t have a lot to do with what money can buy. We find that even if they have plenty of resources for retirement, they may feel something is missing.  We can help you explore that or help you with that “not knowing”. Some people get concerned about what they will do with retirement, if they’ll just fade away because their career defined them or they may be unsure how or if money is serving their life.

If you see yourself defining wealth with how much money you or any other person has, if you look around and feel a bit of discomfort about what’s going on in your life, you may want to see if there is more.  It’s nothing major — you just may be ready for a different experience or a shift of perspective regarding how your wealth relates to you. A Certified Financial Coach™ is trained to work with individuals needing a boost to become empowered in their financial life AND is also trained to work with individuals interested in more.  When a person comes with that “need for more” the Certified Financial Coach™ works both as a coach and as an educational guide to help individuals see if looking at life from a new, expanded position may allow the person to create what is needed to fill the gap. You may just be surprised at what you can learn.

If you are curious about what else a Certified Financial Coach™ can do to help you move to what we call TRUE WEALTH MASTERY, you may want to see what a Certified Financial Coach™ has to offer beyond financial coaching.   The Certified Financial Coach™ professional has proprietary programs that help people move beyond traditional financial coaching.  In that case, they partner with you on a journey using great transformational coaching skills that you can call on anytime.

Wealth Strong® Life Solutions is a company with a high-level mission. Team members agree that they do not like how the investment industry works. There is a lot of talk about being client-centric but in the minds of a salesperson, it just means you always start with a product, then use a way of talking and listening so you hear cues for when to sell people the product. Some of these salespeople use nice language that tells people they are coaches. There’s a significant difference.

However, when you look at the hard money side, our work is different.

The title “Coach” has become popular in our culture for all types of different offerings.  People interested in becoming a professional coach enroll in training programs and complete certifications to gain the skills, credibility and respect in the coaching field. Coaching is not psychotherapy. Financial coaching should never be seen as outside of reality. If you are searching for financial clarity and how your financial resources can serve the rest of the wealth in your life, meeting with a Certified Financial Coach™ can help.

Many people find that no matter how much money they have, they still feel uneasy about their financial future. Certified Financial Coach™ professionals are interested in helping clients not only to understand their financial reality, but to also find a sense of ease and comfort around their relationship with money and the wealth in their life.

Sometimes people don’t want to look at their financial situation because it is just too overwhelming. They are fearful and scared. One of a Certified Financial Coach™ professional’s goals is to help a person become empowered in their relationship with money. They do this through a transformational coaching method and also by using coaching programs and services specifically learned in their training.

The first piece of being strong in your relationship to wealth is “knowing who you are” (your authentic self) where you are standing (your cash flow longevity), what you want (how money is actually serving your true wealth) and knowing how the reality of your current financial situation relates to what you hold dear.  Again helping people see the reality of these issues in a person’s life is part of what defines a true financial coach. It is important to know if the person who person calling him/herself a financial coach is able to have money conversations around these issues. It is what helps a Certified Financial Coach™ stand out.  Anyone can use the title financial coach but only individuals who have attended and passed the rigorous training approved by the CFC-Board of Governors is licensed as a Certified Financial Coach™.

A Certified Financial Coach™ helps individuals stand in financial reality without guilt, blame, shame or being pushed into feeling they need to hurry up and find some product that will answer “the problem”.   What if there is no problem with what the individual is doing but instead there is a need to see things from a different perspective so they can make powerful decisions with money.   Understanding how money does or doesn’t serve an individual is one small step, seeing how to build on the healthy financial actions the individual has already taken, is another.  A Certified Financial Coach is dedicated to coaching individuals in creating and enhancing their sense of personal prosperity.

1. Check the credentials of the organization where they received their “coach training”.  Did they go through a formal training program or are they a self-proclaimed financial coach?   If they were trained, ask for the organization’s name and to see the professional’s license or certification. Then, check out the organization on the International Coaching Federation (ICF) website to see if the organization’s coursework is approved for either continuing education or additional coach training through the ICF.  The College for Financial Coaching is listed under Certified Financial Coach™ Services on the ICF website.
2. The second way is to check out the legitimacy of the person’s credentialing.  Organizations who certify or license coaches keep lists of the coaches who continue to meet the ethical and legal standards required to keep their certification.  Again the ICF holds the standard and benchmarks for coach training.  All Certified Financial Coach™ professionals are trained to ICF standards, are trained by instructors dedicated to meeting and exceeding the educational requirements for ICF coach training hours and are provided additional mentor coaching and experience training to be knowledgeable regarding how to specifically coach in the area of finance.  These licensed professionals are required to abide by both an ICF and a Certified Financial Coach™ code of ethics. The ICF and code of ethics have strict restrictions on how coaches are paid.  We encourage you to check out the credentialing of any Certified Financial Coach through the CFC-Board of Governor’s website www.certifiedfinancialcoach.org.

How will I know if a person is the right Certified Financial Coach™ for me?

During your initial conversations and/or discovery session, together you and your possible coach will identify if working together is an appropriate fit. So before you say “yes”, the coach will provide you a sample of what the coaching experience will be like. Also make sure you check out the coach’s BIO page to learn more about their training and approach in coaching.

What might that difference be?
When a person starts to work with a Certified Financial Coach™, they see something different both in the coaching they receive and in what happens as they are coached.  The coach is not advising them or telling them what to do or how to invest their money.  The coach’s first priority is you – your hopes, your dreams, your ability to see money from a new perspective AND your ability to see that your financial reality does not define you as a person of worth.  They are passionately dedicated to helping you use money as a utility to serve you and the true wealth in your life.

What can I expect if I work with one of the WSLS team members?
Our WSLS Professional team members understand the concepts and value of working with people using a balanced approach – understanding the difference between being a hard numbers person and a coach. They are all committed to being advocates for their clients. They understand the transformational coaching concepts used by Certified Financial Coach™ professionals in our group. They also have high sophistication with specialized proprietary tools that help you move to wealth mastery.  You can expect a WSLS team member to:

• Be a partner in bringing out the best, the deepest, and the truest in you
• Provide safety, encouragement and support; an environment in which you can relax and explore while also moving forward with Personal Financial Power.
• Respect the confidentiality of the agreements made
• Expand your view of what is possible and promote discovery of new insights
• Give you input, straight feedback and operate as a sounding board
• Listen carefully to what you say and ask questions that increase awareness
• Be an on-going resource for you in accomplishing your intentions

• Helps individuals become empowered in their relationship with money. The focus is on helping people understand how perceptions of money, wealth and prosperity impact their perspective.  While doing this, the coach realizes they themselves are constantly living with their own perspectives and so guard against this influence in their coaching.
• Helps individuals step back to see the positive and negative consequences of their unconscious judgments on decision-making.
• Makes it very clear that it is important for you to have base financial literacy skills and during your work with the coach, you will have the opportunity to use programs to gain financial knowledge to understand how what you do has an impact on cash flow longevity.
• Has access to exclusive tools to help you understand relationships between financial variables in your current life and helps you determine the degree of alignment your current and potential future decisions have with your personal values.
• Attends rigorous financial coaching skill training including professional coaching core competency training meeting ICF (International Coach Federation) standards.
• Is grounded and must abide by ethics set up by both the ICF and the CFC-Board of Governors.