Is Financial Coaching Right For Me?

Sometimes, all we need is some guidance. Someone to help point us in the right direction.

Are you currently facing any of the following?

• A personal financial challenge?
  
• Nearing retirement?
  
• Newly married or newly divorced
  
• New empty-nesters?
  
• Investment questions?
  
• Unemployed or underemployed?
  
• A drastic change in income?
  
• Uncertain about your financial future?
  

If so, our financial coaching and mentoring services may be just what you need to get to the next level.

Our Financial Coaching Process

At MakersGroup Financial, we do not believe in a "cookie-cutter" approach to financial coaching. We treat every person as a unique individual. Therefore, our recommendations are custom-made specifically for you.

Our five-step process ensures that you receive the full attention that you need for your own specific financial questions and concerns.

1. You contact MakersGroup Financial, by email at jerry @ makersgroupfinancial.com or by phone at (800) 609-5530, and request financial coaching services.
   
   
2. Within 48 hours, you will receive a confidential financial questionnaire and a disclaimer by email.
   
   
3. Simply fill out the financial questionnaire and sign the disclaimer and fax back to our office.
   
   
4. Upon receipt and review of your completed forms, our office will contact you by email with a date and time for your first coaching session. To confirm your coaching session, you must first pre-pay for your first session.
   
   
5. You will receive a phone call on the scheduled date and time from Jerry Robinson to begin your first coaching session!
   
   Our Financial Coaching Rates
   Click here to view our financial coaching rates for 2011.
   
   Request Financial Coaching
   Call (800) 609-5530 or email jerry @ makersgroupfinancial.com today to get started!