Quarterly Coaching & Feedback

As part of our Professional and Executive packages, Bill Butler provides a quarterly review of your financial situation which, when combined with one-on-one coaching and feedback based on your progress towards your goals, will allow you to see what works for you and what doesn’t.

We understand that everybody’s finances are different, and that their situation often changes, and our goal is to stay with you through thick and thin to improve your outlook year to year. We find that stopping and reassessing priorities is crucial to meeting this goal. After all, how can you move forward without stopping every now and then and assessing how things have worked out in the past.

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