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Contact Me

Financial Mentor Coaching

Expectancy Wealth Planning To Secure Your Financial Future

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Areas of Focus

  • Alternative Investments
  • Choosing a Financial Coach
  • Coaching
  • Family and Money
  • Inherited Wealth

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

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.

Badges

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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