What Is Financial Coaching? 

Imagine you had someone at your side, totally focused on you, your life’s mission, and getting you access to the resources – financial, educational, developmental – you need to make your life’s dreams a reality. 

Imagine developing your relationship to money that includes feeling calm and certain.

Imagine yourself making your life’s dreams a reality, step-by-step, in a way that works for you.

The formula:  life coaching + financial planning = Financial Coaching.

Your will form a powerful partnership that helps you accelerate your wealth-building while steering clear of dangerous pitfalls and dead-end paths on the road to financial freedom. You receive your very own personal guide on your journey, helping you with your unique needs and goals.

I will support you in taking the most efficient, effective actions toward achieving your goals. We promote only sound and proven strategies. You won't find “get rich quick” schemes. It’s an integrated life enrichment process. As you plan and take action, your financial coach provides accountability, experience and support with valuable insights into your wealth building.

You will be involved in an active and rewarding process. You are supported, engaged and accountable.

You will create your financial passport that will take you anywhere you want to go. You get the education and the tools to develop your own plan for financial freedom while overcoming your personal obstacles to success - something no generic instructional course can do.

The areas we could explore together include:

• Goal Setting
• Budgeting
• Tax Planning
• Investment Review
• Investment Planning
• Estate Planning
• Insurance Needs
• Education Funding
• Retirement Planning
• Wealth Building Education
• Starting a Business

How It Works
Nalini Indorf Kaplan works directly with you on a regular basis in person, over the telephone and via email. You get exactly the information you need - when you need it - with a custom designed agenda to fit your individual requirements. You enjoy the support and privacy of an experienced, personal mentor standing by your side as you journey toward financial freedom and control.

As you progress through the planning process, you gain clarity about your relationship to money and your financial situation. You begin to see how you may best apply your financial resources for maximum effect. You learn what your options are and learn how to make decisions that are best for you. The planning process helps you focus your financial thinking and build a life plan that integrates your goals and dreams with your current financial position, risk tolerance, energy, and time horizon.

You may focus on creating a comprehensive financial plan or on attaining a particular financial, business or educational goal.

How Do I Know Which Program Is Right For Me?
Schedule a 30-minute complimentary meeting by phone with Nalini. You may do this by filling out the request form below or calling 303-731-6717 to talk with Nalini. In this session you’ll talk about what's most important to you and your family, ask questions and get a better feel for how Nalini would work with you. This session gives you the details you need to get the coaching that’s best for you.