How We're Different
Retirement & Legacy Coaching
You have a story. A Legacy. You have done the hard work with sacrifice and now you're ready to retire. Great job! But, now what? Michael Romero meets with nearly-retired or retired clients and most of the time it's about life, not investments. Life is more about time, family, and influence.
How are you going to live in this new season of life? What are you going to do with your time? How does Social Security and Taxes relate to my plan? These questions must be addressed.
This service is designed to help you navigate through retirement while "Living Your Legacy."
Corporate Retirement-Plan Education
True financial wellness comes when inspiration and education are combined with implementation that lead to positive financial behaviors. We have found that most retirement and 401(k) plans offer adequate investment options but education is missing.
We will partner with you to provide your employees inspiration and education to change their lives. Instead of feeling out of control with their finances, and perhaps, searching for a higher paying job, your employees will feel like they got a raise.
Many folks know they need to save and invest, but frankly they're not financially ready. They have debt, are not on a budget, and may have little idea of where to start or feel hopeless. Our financial coaching program will help you get on track to where you want to be. You might be winning with money, however you want to make sure you're on the right path.
Most advisors will tell you to go clean up your mess, and then come back when you're ready. Not us. Our coaching program will give you a personalized plan to get you on the road to saving and building wealth." We use the Dave Ramsey Approach to taking care of your finances, (The Seven Baby Steps.)