Are you…?
- Passionate about helping others manage and make the most of their money?
- A self-directed entrepreneur who wants to work independently but not alone?
- Interested in running a business with the proven system already in place?
- Looking to earn $60,000 – $120,000+ per year?
- A firm believer that financial education and planning are skills that every Canadian needs?
If so, we want to hear from you! Train to be an Associate of LifeDesign Financial© as a Fee-only Coach or MoneyMatters Money Coach! We are looking to train and partner with Associates in order to meet the demands of our booming private practices.
Who We Are
LifeDesign Financial© and MoneyMatters Associates are self-directed, ambitious individuals who are 100% committed to providing world-class fee-only financial planning services to each one of their clients, be they individuals or couples.
As fee-only Financial Coaches and Money Coaches, Associates do not earn their living by selling or promoting insurance or investment products. Instead, Associates charge fees on a project basis for their services. Clients see LifeDesign Financial© and MoneyMatters Associates as trusted professionals to help them create holistic, unbiased and comprehensive roadmaps designed to take them toward financial independence.
What We Do
LifeDesign Financial© Associates are trained Financial Coaches who are also Certified Financial Planners, that specialize in helping clients take charge of their finances to ensure they are:
- Making educated financial decisions
- Managing their cash flow effectively
- Investing in assets that are appropriate to their goals and risk profile
- Confident in their ability to forge strong and empowered relationship with advisors
- On track to realizing financial independence and financial peace of mind.
MoneyMatters Associates are trained Money Coaches that specialize in helping empower clients develop positive relationships with their money. Money Coaches work hand-in-hand with clients to design practical and achievable day-to-day money management plans to help clients:
- Get out and stay out of debt
- Save for the things they want
- Create an easy to use money management system
- Start to save and plan for the future
- Feel good about money
The Opportunity
We are offering a fee based, 5-day intensive training program on beautiful Saltspring Island in June 2010, followed by 3 months of experiential mentorship as you successfully launch your practice with our leadership and support. Successful full-time fee-only Financial Coaches and Money Coaches have the potential to earn revenues in the $60,000 – $120,000+ range within 5 years.
What: 5 day LifeDesign Financial© or MoneyMatters Training and Accreditiation
When: Monday, June 21st – Friday, June 25th 2010
Times: 9:00am – 5:00pm
Where: Saltspring Island, British Columbia
Training: Limited to 5 participants.
Contact Jayn Steele, VP, Business Development for more information: 778-328-7282 or jayn.steele@sharethewealth.ca
Biographies
Karin Mizgala MBA, CFP
Karin Mizgala is the president and founder of LifeDesign Financial, a fee-only financial planning, coaching and education company. She is also co-founder of the Women’s Financial Learning Centre. Karin has more than 25 years in the financial services industry and has worked as a financial planner, bank manager, investment advisor, financial educator and life skills counselor. Karin is a Certified Financial Planner and has a BA in Psychology from York University and an MBA from the University of Western Ontario
Using a unique blend of financial planning and counseling skills, Karin provides a holistic approach to helping people take charge of their money so they can live more comfortable, balanced and meaningful lives. Karin’s private clients often include women and couples who are undergoing – or anticipating – life transitions such as marriage, divorce, widdow-hood, setting up a small business or retirement. Karin is also a contributing editor to the Financial Post Magazine and her unique approach to financial planning has attracted national media attention (Globe & Mail, Financial Post, Vancouver Sun, More Magazine, MoneySense). www.lifedesignfinancial.ca
Sheila Walkington BBA, CFP
In 2004 Sheila started her own company, MoneyMatters to coach professionals and small business owners to achieve personal financial control. Sheila’s breadth of experience, and her passion for motivating and educating people, are the key to her clients’ success. In 2005 Sheila co-founded the Women’s Financial Learning Centre. A passionate advocate for women’s financial education, Sheila designs and delivers courses to suit the educational and social preferences of women.
Through one-on-one coaching and workshops, Sheila helps individuals gain control of their finances and achieve their financial goals. Sheila provides independent, comprehensive, fee-only services. She does not sell investments or other financial products. Given our buy now / pay later culture, Sheila saw a real need to help clients with the day-to-day management of their money. From budgeting and cash flow to creating a systematic plan to get out of debt, to save for the things they want and need, Sheila works with people to build personalized plans to make sound financial decisions every day to create the life they want. This approach makes an immediate and enduring difference in their lives.
www.moneyreallymatters.ca
Disclaimer: This blog should be used for informational purposes only and should not replace the advice of a licensed financial professional.
Posted by jaynsteele 
