What is Wealth Coaching?Wealth Coaching is a simple phone consultation between you and a Mercer Advisors Wealth Coach.
The call will take approximately 45 mins, and it is designed to assist you in formulating the next steps in your journey toward economic freedom. During the Wealth Coaching session, you will discuss your short- and long-term 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.
So, whether your most-pressing financial concerns are the proper investment strategies, retirement planning, generating cash flow from investments, managing taxes, setting clear goals, or developing a financial plan, a Mercer Advisors Wealth Coach can help.