The Platinum Wealth Coaching Program provides potential and novice
investors with a solid appreciation of your investment profile,
expectations and needs and creates a thorough knowledge base on
which you can make financial freedom decisions with complete confidence.
The Platinum Wealth Coaching Program is an ideal program for
investors who want an in-depth, personalized wealth coaching experience
during which you can your share ideas comfortably and freely with
your wealth coach Sebastien Leblond.
During your first session, working closely with Sebastien, you
will evaluate and come to understand your Investment IQ, Investment
Personality, Investment Stress Quotient and Investment Expectation
Parameters needed to begin your exciting and successful climb
to total financial freedom through the creation of a rewarding
investment plan that is personally comfortable and completely
manageable.
The aim of your second coaching session is to provide you with
a thorough, instructive insight into the many paths successful
investors have taken in their personal climb to reaching the financial
freedom goals you have created; the pitfalls you must avoid; and
how you can precisely organize and confidently begin to implement
your massive action plan for financial freedom.
Both your first and second sessions are beneficial for a novice,
or experienced, investor, who would like to know more about how
you can become successful in designing, implementing and assessing
your financial freedom investment strategies.
Your subsequent, on-going sessions are scheduled whenever you
wish and offer you an opportunity to review your gains and make
new and exciting plans for your financial freedom future.
Your
Platinum Wealth Coach Program Overview |
Theme |
Learn
how to: |
Time |
Base
Camp 1 |
Forge your journey on solid ground
by understanding the psychology of money
- Realize why 80% of your wealth creation is based on
your mind-set and only 20% from applied strategies
- Be aware of and avoid the most common mistakes made
by investors
- Work on your strong and weak points regarding procrastinating,
budgeting and long-term planning
|
Six
hours |
Camp 2 |
Reveal your investment preferences
by creating your personal profile
- Employ the wheel of wealth to establish financial priorities
and examine how to increase your returns with a risk level
of your choice
- Complete your confidential profile, evaluate your balance
sheet and examine how to increase your returns with a
risk level of your choice
|
Camp 3 |
Establish where you want to
go and how to get there though setting personal goals
- Use the S.M.A.R.T goal system to plan and achieve your
financial and life goals
|
Camp 4 |
Eliminate investment stress by avoiding
investment pitfalls
- Avoid investment pitfalls and sleep better at night
|
Six
hours |
Camp 5 |
Design your plan by applying
proven investment strategies
- Apply proven strategies to maximize your wealth and
reduce risk
- Benefits from investments offering above average returns
- Produce positive returns during both bull and bear
markets
|
Camp 6 |
Organize your efforts by implementing
your massive action plan
- Review a tailor-made presentation and implement what
you learn
|
Written
Report
|
Learn more by reviewing the options in a comprehensive,
personalize report prepared by Sebastien Leblond
- Design a personal financial plan, establish your financial
goals and learn strategies to accelerate your journey
to financial freedom
- Receive a personal report based on your personality,
goals and risk tolerance
- Obtain investment solutions based on non-commission
driven opportunities
- Collect research analysis based on 1000 + investment
|
Eight hours |
Camp 7 |
Maximize your results by staying focused with ongoing
coaching
- Stay focused and continue to be coached by your dedicated
wealth coach
- Meet with your wealth coach a minimum of once a year
to review your balance sheet, goals and risk tolerance
- Rebalance your portfolio to take advantage of changing
market
- Receive valuation statements and periodical newsletters
|
Two
hours
per session |
 |
|
