Training in Financial Planning & Happiness
We provide free articles on the web, financial coaching, and one-on-one/professional group educational
sessions. We cut through the haze of financial complexity so you can make your own financial plans easily or select
your financial advisor with confidence. We help you to integrate your financial life with your ultimate goal to
find happiness. (Westchester - Greater New York City - CT)
Web Site Articles - The financial planning materials and articles on this web site are designed to educate on
how to integrate the pursuit of happiness with financial management.
Financial Coaching - The Pursuit of Happiness – Money is a necessity for survival. One interesting
development in the financial world was the recognition of certain classic martial arts texts (A Book of Five
Rings and The Art of War) as the foundation for business strategy. Indeed, martial arts training offers a framework
to deal with our survival - or perform any task with maximum efficiency - while still maintaining
quintessential ethics and the pursuit of happiness. As the chief instructor of Aikido Westchester NY (and
former financial professional for over 20 years), Steve Kanney is involved with
teaching this martial framework on a daily basis in Westchester NY. Applying the same processes to the planning of
one's financial affairs offers the same potential results. We focus on the three areas of our financial lives:
earning, consuming and investing.
Financial Education - Real World Planning for Real World Problems - Recent surveys suggest over 50%
of the population find planning their financial decisions, where to get financial advice, stressful
and disconcerting. This financial education service is designed to be a quick fix for this concern. We also help
you to integrate the financial planning process with a healthy pursuit of happiness. For those who are
financially dextrous, we can help you with a couple of pointers on a quick phone call. For those who are not
sure the questions they should ask, we offer a more complete service (Westchester - New York City in person)
that will target your financial plans and needs precisely. Whether you plan on being self-directed or hiring a
financial advisor, you should understand what you need and how to get it. You should have more confidence. With
this confidence you can think globally about what is important in your life and how it can produce a
sense of happiness.
Educating Financial Planners, Investment Advisors, Financial Advisors - When financial advisers,
investment advisers and financial planners help individuals, it does not stop with the numbers. Clients
are human beings and need to live their lives with the agenda of finding happiness. If you want your
client satisfaction rates to improve, you need to address their goals directly, which requires proper training.
Also, the institutional financial marketplace has resolved a number of issues which are important but have not been
addressed for individual financial needs. Consider proper fund benchmark selection through style analysis, or risk
analysis in light of known and important return idiosyncrasies, and the value of asset - liability matching.
We can round out your training. We can also help your clients to better understand and appreciate your services.
Nothing beats the competitive edge of happy clients. (Note - we are restricted from making any recommendations,
positive or negative, for any financial planner, investment advisor or financial advisors).
Pricing – The free planning and financial materials on the web site can get you started . They
may be all you need. The financial coaching service is free and integrates your financial decision process
with your pursuit of happiness. The one-on-one and professional group financial education charges a
fee only hourly rate, although the fee is waived for those individuals who are in
financial trouble. (Westchester - Greater New York City - CT)
Legal - The purpose of this site and all services offered are educational in nature and not to provide any
investment advice, planning or recommendations of any securities. The purpose is to educate you to make your own
financial decisions, or prepare you to evaluate your financial advisors or planners with confidence so you can gain
trust in the services they provide.