Integrated Financial Training: Westchester NY

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.