WayPoints Financial Services
WayPoints Financial Services provide financial navigation coaching services for individuals, businesses and organizations. We help our clients prioritize, organize and manage their finances to reach their short and long term goals, such as budgeting, debt elimination, saving for future expenses and insurance assessment. Additionally, we offer business and organizational health and wellness programs including educational presentations and seminars, to ensure that leadership and team members are up to date with the most relevant financial information.
If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
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WayPoints Financial Services
WayPoints Financial Services provide financial navigation coaching services for individuals, businesses and organizations. We help our clients prioritize, organize and manage their finances to reach their short and long term goals, such as budgeting, debt elimination, saving for future expenses and insurance assessment. Additionally, we offer business and organizational health and wellness programs including educational presentations and seminars, to ensure that leadership and team members are up to date with the most relevant financial information. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
Keep It Simple Financial Planning
Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.
Financial Wellness Coaching
Financial Wellness Coaching provides strategic financial organizing support for personal and/or small business finances, as well as emotional and spiritual empowerment. Our mission is to help our clients develop positive self-regard by connecting their financial decisions to their values and goals. We believe that money is a reflection of our values and the coaching relationship we offer provides clarity, accountability, and life lessons to help people live their best lives. Our team provides a range of services to help our clients achieve their financial objectives. We offer practical advice and support to help them create and maintain a budget, pay down debt, increase their savings, and manage their investments. We also provide emotional and spiritual support to help clients manage their finances with greater confidence and success. We strive to empower our clients to make informed decisions and take control of their financial future.
Growth Dynamic Coaching
Growth Dynamic Coaching specializes in helping professionals to become more productive and goal-oriented. We provide executive and small business coaching services, focused on time management, productivity, goal setting and action steps. In addition, we provide training to outside sales professionals on niche referral networking, strategic alliances and powerful elevator pitches. Our diverse roster of clients includes realtors, financial advisors, mortgage brokers, business owners and sales professionals. Our aim is to help them maximize their potential and success through our training and advice. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
Focus On U Coach
Focus On U Coach offers coaching services for individual, couples, and groups. Sessions are conducted over the phone, FaceTime, or Skype by appointment only. As emotions are an integral part of the coaching process, confidentiality is paramount to establishing a strong trust between client and coach. Thus, reviews may be limited. Services provided by Focus On U Coach include one-on-one coaching, couples coaching, group coaching, mentor coaching for coaches in training and certification, mentor coaching for coaches renewing their International Coaching Federation certification, workshop facilitation, and training. Vivian can help you to become your best self, create the life you have always wanted, discover and take action on your life's purpose, achieve financial freedom, understand your money beliefs and the emotions associated with them, create harmony between you and your money, envision your financial wellbeing, communicate honestly and openly with your spouse/life partner about finances, and set financial goals.
The Thornton Financial Group
The Thornton Financial Group is a wealth management division of D.A. Davidson that specializes in providing comprehensive financial solutions and services for multigenerational wealth planning. With a focus on personalized service, we serve as our clients' trusted advisors to develop strategies for long-term success. Our independent approach is based on stability, values, and discipline, and has been honed over 80 years of employee-owned company experience. We strive to provide our clients with clear strategies tailored specifically to their goals and objectives. Our team of professionals works with you every step of the way to ensure the best possible outcomes. We understand that navigating through the wealth of financial service options can be confusing, so we provide straightforward advice and smart solutions to help you reach your financial goals.