Integrated Financial Training: Westchester NY

Empowering you to Manage your Money and your Happiness



Training in Financial Planning & Happiness

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Integrated Financial is a resource for people who wish to integrate their personal financial decision process with their personal search for happiness. Generally, people think of money as a source of security, freedom or power. By approaching the process properly, both from the standpoint of attitude and technical resources, one can accomplish their objectives personally as well as financially.

Who is interested?

Anyone who wants to be wealthy and happy:

  • People who want to use an advisor to manage their finances. Knowing how finances are properly managed provides a critical input for selecting an adviser.

  • People who would like to manage their own finances.

  • Financial advisers who want very satisfied clients so they can grow their business to a large and healthy volume.

In order to work with the material on this site, one will need a comfortable working relationship with high school level algebra and a curiosity about how things work.

What is on this site:

  • Principles that show how efficiency and effectiveness can be linked to happiness.

  • Technical material on how finances can be managed up to institutional levels of skill. For some unknown reason, important techniques in managing finances came into existence for institutional investors in the late 1970's, but are not even in their infant stages in use for individual investors.

What services do we provide?

  • Free ebook and related articles on this site. These give some insight into how to manage one's finances, but focus more on the critical questions of why the given approaches should be used.

  • Future ebooks going into more depth and giving examples of how to manage finances.

  • Personal financial education and coaching services for those who feel they need a little extra to complete the process (charged at $100/hour)

  • Professional financial education and coaching services for financial advisers who want to improve client satisfaction and grow their business in a healthy manner.

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.





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