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Fee Only Advisor Coach in Ocala:
Wyrostek Coaching brings uncommon wisdom and knowledge to small business owners and individuals with financial and business coaching in Ocala
You are the only person that pays me for anything.
I work for you and you alone.
I receive no commissions, kick-backs or any form of compensation from anyone or any company.....
With over 43 plus years of working as a business consultant in the business and financial management arena and providing financial advice from people who are just starting out in life to those who have had multi million dollar accounts, there is not too much I have not seen.
One thing that I know for sure, is every business and financial planning client is unique.
Each person or business has situations and circumstances that need to be addressed specifically and not in general terms or procedures.
With that in mind, my model is simple.
Help determine what is needed, provide prudent recommendations or suggestions, help implement the recommendations and follow through by monitoring the plan.
I am able to cover and address all the areas of prudent Financial Planning, which include but not limited to the following:
Cash Reserves.... Budgeting, etc.
Protection Planning....
Investment Planning....
Tax Planning...
Business Planning
Retirement Planning...(there are actually six phases in retirement)
Estate Planning...
I can address these on a specific issue or develop a comprehensive plan.
I do not sell any products but will help in choosing the best product or products needed.
I will also help find the right person and company to provide the products needed.
I do not sell any products and no do not have any hidden agendas. We are here to give professional advice at an affordable price.
I am here to help you and your business operate at a peak level.
Sometimes all you need is to talk to someone whose only agenda is listening and helping you.
Coaching is a combination of observing and accountability to help an individual or business operate at peak performance based on their abilities. Sometimes you just need to talk with someone who does not have any agenda other than listening to you and helping you! Fee Only Advisor Coach in Ocala
FINANCIAL COACHING
What Is Financial Coaching?...
Financial Coaching Is a Collaborative, Educational Relationship That Empowers You to Achieve Financial Freedom
The problem isn’t knowing what to do – the problem is getting it done!
Financial coaching bridges that gap by providing a powerful, professional partnership designed to produce action.
It can save you time and money by helping you avoid the many dangerous pitfalls and dead-end paths on the road to financial freedom.
Financial coaching can also accelerate your wealth building by taking the most efficient, effective actions toward achieving your goals.
Financial coaching isn’t the latest “get-rich-quick” gimmick or trendy how-to seminar that’s supposed to reveal the “secrets of the rich”. The secret is there are no secrets…
What is a business coach and business coaching?
A business coach is a person, who is trained and experienced in observing a business owner and their business to help them become more productive, more efficient, and more profitable.
By observing the business owner and the business, an experience coach, cannot only recognize but also help implement tools to help with areas of improvement, and/or strengths of the business and business owner.
Some of the areas they may look at would be:
Business planning
Goal setting
Cash management
Operating expenses
Profit and loss
Leadership training
Employee training
Emotional competency
Addressing discouragement
Sales training
Customer retention
Business continuity
Succession planning
Notice Of Understanding
So We Understand Each Other
So We Understand Each Other
So We Understand Each Other
Business and Financial Coaching Engagement And Notice Of Understanding:
It is my intent and goal, to help you address, articulate and accomplish your individual or business financial goals or objectives.
I only work with individuals and businesses who are fully committed to achieving their financial objectives.
In order to do this I need to know and understand your expectations from me and make sure you know and understand my expectations from you. I will do this before we enter into any arrangement.
All information will be held in the strictest confidence and not be shared with anyone unless you give me written permission to do so.
I will review our fees, and/or fee schedule, before entering into any engagement and expect payment prior to my services. Whether they be monthly, quarterly or yearly. I do not sign any contracts and you are under no obligation to continue with me.
It is important to understand I am not a Registered Investment Advisory firm. I do not sell any equity investments. My fiduciary responsibility will be to give you the best advice, based on information you provide me.
If needed, I will provide a list of competent investment people, who I have no reciprocal compensation arrangements.
If there is a need for more guaranteed, fixed investments, I may recommend a specific product or service, but I WILL NOT receive compensation if implemented.
You will always have choice to implement with whoever you wish.
If you, or me, decide our relationship is not going well, we can discontinue it without any condemnation.(That is our ” no condo, no bondo” clause!)
I ask questions, sometimes the same ones over and over. I expect honest and committed answers.
I will not be more engaged or concerned about the outcomes then you are. However, if you are serious and committed, i will commit my time, skills, knowledge and energy to your concerns!
If you agree with this notice of understanding, I will ask you to sign and date, as I will.
FINANCIAL PLANNING PROCESS
So We Understand Each Other
So We Understand Each Other
1.Establishing and defining the relationship with a client 1 Defining the Scope of the Engagement
2. Gathering client data
1 Determining a Client's Personal and Financial Goals, Needs and Priorities 2 Obtaining Quantitative Information and Documents
3. Analyzing and evaluating the client's financial status 1 Analyzing and Evaluating the Client's Information
4. Developing and presenting financial planning recommendations 1 Identifying and Evaluating Financial Planning Alternative(s)
2 Developing the Financial Planning Recommendation(s) Presenting the Financial Planning Recommendation(s)
5. Implementing the financial planning recommendations 1 Agreeing on Implementation Responsibilities
2 Selecting Products and Services for Implementation
6. Monitoring
REMEMBER......
So We Understand Each Other
OVER 43 YEARS EXPERIENCE
I ask questions, sometimes the same ones over and over. I expect honest and committed answers.
I will not be more engaged or concerned about the outcomes then you are. However, if you are serious and committed, i will commit my time, skills, knowledge and energy to your concerns!
If you agree with this notice of understanding, I will ask you to sign and date, as I will.
OVER 43 YEARS EXPERIENCE
OVER 43 YEARS EXPERIENCE
OVER 43 YEARS EXPERIENCE
Jim Wyrostek, CFP® CLU, ChFC, AEP
CERTIFIED FINANCIAL PLANNER™
Financial Coaching and Consulting
Business Coaching/Planning
Professional Advice….Affordable Price
No Products Sold…Fee Only
260.437.4713
OVER 43 YEARS EXPERIENCE
APPOINTMENT ONLY
VISION WITHOUT IMPLEMENTATION IS HALLUCINATION!
APPOINTMENT ONLY
OVER 43 YEARS EXPERIENCE
APPOINTMENT ONLY
YOUR TIME IS VALUABLE, SO IS OURS!
CAN WE BE OF SERVICE TO YOU?
CAN WE BE OF SERVICE TO YOU?
CAN WE BE OF SERVICE TO YOU?
I AM CONFIDENT WITH MY KNOWLEDGE AND EXPERIENCE I WILL BRING VALUE TO YOUR SITUATION!