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    Volume 13    Issue 2     April 2006

A Unique Financial Service
by James Terrell

James Terrell, Vice President of Collaborative Growth, has joined resources with Evonne Ryan and John Panter of Life Transition Planners to form the Financial Independence Foundation. Several international business leaders will join them as faculty including Marcia Hughes, President of Collaborative Growth and Terrie Lupburger, CEO of Newfield Coaching. The amount of work accomplished since Evonne was awarded the trademark last year has been remarkable!

The purposes of this endeavor will be twofold, 1) Develop the curriculum and deliver the training necessary to certify professionals as a Certified Financial Coach, and 2) Provide consumers with state of the art financial education services which are deeply informed by the principles of emotional intelligence and ontological coaching.

A Certified Financial Coach (CFC) is a specially trained and licensed professional who has received rigorous training and testing to develop the knowledge and skills necessary to help individuals transform their relationship with money and build the specific skills which are critical for sound financial management. As the person who is helping you build (or rebuild) a healthy relationship with money and all of its attendant habits, beliefs, and attitudes, your Certified Financial Coach could not in integrity be the person to then guide you on how to invest your money.

For this reason we have developed this program so that each Certified Financial Coach is affiliated with a pair of licensed investment professionals to serve you in developing and executing your comprehensive investment strategy. Together they are able to help you take control of your finances and realize the maximum possible gains. Watch this column for more information in our next issue!


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