Financial freedom begins with financial literacy.
Financial Excellence is brimming with resources to help you gain the knowledge you need to make really good financial decisions. Take advantage of Financial Excellence Coaching Services to help you act on the knowledge by taking action that is in alignment with your life’s plan and financial goals. Your 1:1 money coach will work with you - taking an unbiased look at your current plan, help you apply the knowledge to your revised plan and take action - moving your plan forward. Then your money coach is your accountability partner and cheerleader - encouraging you to implement so you can win the game of money.
WITH KNOWLEDGE, WISDOM, AND VIGOR.
LEARN
Financial Knowledge is what we learn about how money really works. It is “correct belief”.
UNDERSTAND
Financial Wisdom is the ability to apply the financial knowledge in your everyday life.
TAKE ACTION
Vigor is persistent passionate pursuit of your goals. It is the energy behind the action.
DOES THIS SOUND LIKE YOU?
Worried you aren’t doing as well as you would like with the money you have in your life?
You want to make good financial decisions with your hard earned money?
You want guidance on financial subjects that you aren’t sure about?
You wonder if you have “financial blind spots”?
You want a financial coach in your corner who understands your goals and values and won’t pressure you to buy a financial product or investment?
FINANCIAL EXCELLENCE COACHING CAN HELP:
✓ Get Financial Organized so that you know what you’ve got now based on past financial decisions.
✓ Clarify your financial goals and values so that you know where you want to go and why.
✓ Measure your current financial decisions and get expert feedback with your personal financial scorecard so that you can identify where you are ok, where you have room for improvement or where you are exposed to major issues or risks.
✓ Identify personalized solutions to recapture inefficiencies, improve money supply, get more and better benefits, reduce risks and in many cases do that without spending one more dime than you are already spending.
✓ Implement an Action Plan that you can follow in order of importance and based on a time line so that you make progress toward your goals and life’s plan.
✓ Have accountability to stick to your plan with personalized coaching advice, a follow up plan and encouragement along the way.
Book your free initial Discovery Call today! (click below)
RESOURCES
Resources to help you achieve Financial Excellence.
DOWNLOAD YOUR FREE FINANCIAL SCORECARD
This tool helps you self-score 15 crucial financial decisions as RED (bad), YELLOW (room to improve) or GREEN (good to go).
PURCHASE THE FINANCIAL EXCELLENCE WORKBOOK
This comprehensive financial workbook helps you get organized, measure your current plan, determine what needs to be improved, build and action plan and re-score your revised plan. You get a free 30 minute coaching call to review your workbook.
BOOK YOUR COACHING CALL
Interested in hiring a money coach? Book a FREE Discovery coaching call to talk about your goals and learn about coaching. Then decide if coaching is right for you!
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THE FINANCIAL EXCELLENCE PHILOSOPHY
FINANCIAL EXCELLENCE IS MAKING FINANCIAL DECISIONS THAT ALIGN WITH YOUR VALUES.
FINANCIAL EXCELLENCE IS STRIKING A BALANCE BETWEEN LIVING FOR TODAY AND PLANNING FOR TOMORROW.
FINANCIAL EXCELLENCE IS THE PERFECT MEAN BETWEEN LIFE AND LEGACY.
FINANCIAL EXCELLENCE IS KNOWLEDGE OR CORRECT BELIEF ABOUT HOW MONEY REALLY WORKS. IT IS WISDOM TO APPLY THAT KNOWLEDGE IN YOUR EVERYDAY LIFE
THE REWARD OF BEING FINANCIALLY EXCELLENT IS SELF ESTEEM - YOU FEEL BETTER ABOUT WHO YOU ARE AND WHERE YOU ARE GOING AS IT RELATES TO YOUR RELATIONSHIP WITH YOUR MONEY.
THE REWARD OF THAT MIGHT JUST BE HAPPINESS - PEACEFUL BLISS.
is financial coaching right for you?
Coaching can accelerate your plan, help you avoid mistakes while optimizing your money decisions.
A coach listens to you and helps you gain clarity about your values, your goals, and where you are at right now.
A coach helps you gain confidence by providing specific knowledge you need pinpointed to your situation so you can make improved decisions.
A coach helps you gain control over your money with actionable steps, financial tools customized to you and follows up helping you stay accountable to yourself and your life’s plan.
Coaching Process
01
DISCOVERY
We determine your values and goals. We get you financially organized.
We measure the quality of your current plan.
02
PLANNING
We develop a personalized plan based on where you are today and where you want to be with your goals and life plan. We “download” the knowledge you need to make better financial decisions with the money in your life.
03
ACTION
We take action on your plan with a custom implementation worksheet that takes you step by step closer to achieving your goals. Your coach is your accountability partner helping you along the way.
FOunder of FInancial excellence
KEITH KAIL
I am a money philosopher and coach who has sat at the table with thousands of people to help them realize their full potential and make better financial decisions that give them the freedom to pursue happiness.
Even though I had been in financial services since 1998 and a business owner since 1991 I still had a lot to learn. In 2008, the economic collapse impacted me in a profound way. I had a defining moment in my understanding about money. Almost everything I was told about money turned out not to be true. Markets always go up? Real Estate only goes up? Rate of Return is the most important factor in building wealth? Pay off your your mortgage as fast as you can? Max out your 401k?… And on and on. Conventional wisdom about money was not serving me anymore and led me down the wrong path as it did many Americans.
I wanted to learn the truth. I began to study how money really works. I studied the invisible economic pressures that are keeping people from achieving a sense of financial security and growing their wealth. I studied what wealthy people, banks and the financial academics understood about how money works and built ideas on how to apply those principles in our everyday lives as average Americans. I learned that governments and financial institutions create many of the problems for us, control the outcomes and profit from it. I wanted to know how we could stop the cycle and put knowledge to use in our everyday lives so that we could gain financial control again. I studied people’s behaviors about money, debt, investing and spending. I began to understand why people weren’t getting ahead and were ill prepared for when life took a wrong turn.
Keith Kail - Fraternal Insurance Counselor Fellow, Former Instructor at The American College, Licensed Life Agent, Licensed Securities Representative
I take an academic approach rather than an industry “product based” approach. I see personal finance very broadly. I evaluate every aspect of your financial decision making and how this all aligns with your financial goals and values. This is not a get rich program. Its not about stock picks, side-hustles, currency trading or any number of schemes. Its about protecting your wealth potential, stopping the inefficient wealth transfers so that you keep more of your money and then developing and growing your wealth model for the future. Invest in yourself and in knowledge, and it will pay huge dividends in the long run and will change your life.