Training in Financial Planning & Happiness
|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:
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
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.