We provide you with access to a variety of financial planning tools, resources and highly trained professionals from a variety of areas, and we do so in a convenient, relaxed and no-obligation setting.
Professional Topic Coaches provide an informative overview of the topic and convey easy-to-use strategies designed to help participants enhance their financial well-being. Sessions are informal and participants are able to ask questions throughout the session. Following each session, participants may also schedule a Personal Consultation.
Note: Seating is limited. It is wise to pre-register for the session. When possible, the session will be held in locations featuring ample free parking and easy access to the building.
Many of our Topic Coaches are compensated on a commission or referral basis and, as a result, they are able provide a variety of services to community members free of charge. In short, Essential Financial Planning provides a true win-win opportunity for both community members and our Topic Coaches
Topic Coaches do not charge a fee when facilitating Information Sessions or Workshops. Individual Personal Consultations are also often available free of charge however if, based on the topic, a fee or charge would apply, you would be notified of this prior to any such consultation.
When selecting a Topic Coach we look for highly qualified, independent and experienced professionals. Perhaps most importantly, we look for individuals who demonstrate that they are committed to helping our community and its members.
Although you have the ability to join any of our Seminars or Work Shops as a group, we also offer customized sessions. If you would like to book a seminar or workshop for your organization or company, please contact Shawn Murphy.