What is Wealth Coaching?Wealth Coaching is a simple phone consultation between Science of Economic Freedom listeners (you) and a Mercer Advisor Wealth Coach. The call will take anywhere between 45 mins and 1 hour, and it is designed to assist you in formulating the next steps in your journey to economic freedom. During the Wealth Coaching session, you will discuss your short- and long-term goals financial goals, concerns, stress points and investment strategies. When you finish your Wealth Coaching session, which is absolutely free of charge, you will have a good direction on what your next steps should be.
Whether your most-pressing financial concerns are: Investment strategy, retirement planning, generating cash flow from investments, managing taxes, setting clear goals, or developing a financial plan, a Mercer Advisor Wealth Coach can help.