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Financial Mentor Coaching
Expectancy Wealth Planning To Secure Your Financial Future
Areas of Focus
- Alternative Investments
- Choosing a Financial Coach
- Coaching
- Family and Money
- Inherited Wealth
- Investing
- Investment Management
- Retirement Planning
- Owning a Business
- Prioritizing Money
- Real Estate Investing
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
- Travel
About Me
I was the first financial coach on the internet. After two decades of coaching 100's of one-on-one clients, I've put "Todd-In-A-Box" by creating the Expectancy Wealth Planning course and authoring six books. The goal is to serve more clients more effectively at a more affordable price point.Affiliations
-
BBB Accredited Business
- FinCon
Primary Location
89509
Meeting Options
- Video Conference
- Phone
- Group Classes
- Online Courses
- Webinars
Compensation Methods
- Hourly Rate
- Subscription
What to expect in the first meeting
The first meeting is a free strategy session. It's not a sales call. Instead, it's about getting to know you and what would best help you achieve your goals. The objective is to determine if your needs are a good match for my services... or not.About our Firm
We give you more than 1,000 pages of free educational articles and one of the largest collection of free financial calculators on the internet. We also have paid books and courses for students ready to take the next step.Education
BA - Economics - University of California, Davis
Awards and Honors
- Plutus Awards - Best "Retirement Planning Site" 3 out of 4 years in a row.
Languages
- English
Hobbies and Interests
- Animals
- Basketball
- Beach
- Boating
- Camping
- Dancing
- Eating Out
- Entertaining
- Exercising
- Family
- Hiking
- Music
- Reading
- Running
- Skiing
- Swimming
- Traveling
- Walking
- Wine
- Working Out
- Writing
Who We Serve
- Financial Independence Retire Early (FIRE)
- Investors
- Living in Retirement
- Real Estate Investors
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