Commitment to My Clients
1. I am committed to assisting my clients in the achievement of their Hopes and Dreams for the future.
2. I am committed to working with my clients One on One to teach them to be financially independent.
3. I am committed to assisting my clients in developing a Team of Advisors.
4. I am committed to build a customized plan for each client that is not standard to the industry and will display current and future goals.
5. I am committed to High Level Mentoring for my clients.
6. I am committed to my Success Warranty, which is a written contract between my clients and myself that is a guarantee of success for my clients.
7. I am committed to the phrase…No Option for Failure! We will not allow ourselves, or our clients, to fail in reaching our future goals.
8. I am committed to Integrity: “The firm adherence to a code of values”
9. I am committed to a fair price for service and will require the same for any referral agent I suggest.
What I expect from my Clients
1. Participate in the plan and be committed to change in order to foster growth and adherence to the financial plan.
2. Begin Now! Stop Shopping, it only wastes time and future earnings!
3. Never Give Up! Maintain contact with me when feelings of doubt or hardships arise.
4. Make time available to assist in developing your plan and future meetings in plan overviews.
Please answer these and be specific, it will help!
1. What are your 3-5 year dreams?
2. What are your Long-term goals?
3. What are your Short-term goals?
4. What does Financial Independence mean to you?
5. What are the Obstacles in reaching your goals?
6. What is the best reason you think to use a financial coach?
7. Why do you want a financial coach?
8. Why Now???
Stephen J. Felt 2007
(856) 359-6366
1. I am committed to assisting my clients in the achievement of their Hopes and Dreams for the future.
2. I am committed to working with my clients One on One to teach them to be financially independent.
3. I am committed to assisting my clients in developing a Team of Advisors.
4. I am committed to build a customized plan for each client that is not standard to the industry and will display current and future goals.
5. I am committed to High Level Mentoring for my clients.
6. I am committed to my Success Warranty, which is a written contract between my clients and myself that is a guarantee of success for my clients.
7. I am committed to the phrase…No Option for Failure! We will not allow ourselves, or our clients, to fail in reaching our future goals.
8. I am committed to Integrity: “The firm adherence to a code of values”
9. I am committed to a fair price for service and will require the same for any referral agent I suggest.
What I expect from my Clients
1. Participate in the plan and be committed to change in order to foster growth and adherence to the financial plan.
2. Begin Now! Stop Shopping, it only wastes time and future earnings!
3. Never Give Up! Maintain contact with me when feelings of doubt or hardships arise.
4. Make time available to assist in developing your plan and future meetings in plan overviews.
Please answer these and be specific, it will help!
1. What are your 3-5 year dreams?
2. What are your Long-term goals?
3. What are your Short-term goals?
4. What does Financial Independence mean to you?
5. What are the Obstacles in reaching your goals?
6. What is the best reason you think to use a financial coach?
7. Why do you want a financial coach?
8. Why Now???
Stephen J. Felt 2007
(856) 359-6366
Stephen's Service Commitments
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |