Q & A about the PFP program

1. Who is Wealth Strong® Life Solutions and what services do you offer?

Please check the background and information about our founders here. As you progress through the system, you’ll meet more of the Wealth Strong Life Solutions team as each need arises.

Our services start with the PFP Quick Start process, after which we continue to provide steps so you can achieve milestones and the goals you identify.

2. How much does it cost to take advantage of your program?

Our monthly membership cost is just $19.99 a month.  Upon signup, you’ll immediately receive access to the Wealth Strong Life Solutions Membership Site.

Members can also take advantage of a special free trial month of the Wealth Net Advisors service. If you decide to continue with Wealth Net Advisors, their service is billed separately. However, we have negotiated special pricing for PFP members for one account at $10.00 a month – a discount from the Wealth Net Advisors retail monthly charge at $29.95.

3. How can you provide membership services for only $19.99 a month?

Using great technology does cost money but having our member base allows us to spread the cost of the services across the entire membership. Our goal is to provide a suite of powerful tools that are not only appreciated by our members but so useful that they tell others about this system.  Through the support of our members, we continue to grow, to add more team members and enhance our programs.

As we continue to provide excellent tools and services, members continue to support and promote us. This allows us to support our staff and team members without relying on the traditional financial industry model that forces people to sell products to survive.

4. Is this just another way to sell financial products? What's different about your approach?

NO — we are not about selling you a financial product. Our program focuses around providing people with whatever is needed to become confident in their own ability to secure their financial future. We help you become knowledgeable about how your emotional attachment to the ideas you have about how money works may be helping or hurting you. We work from a place of NON-Judgement — we know when people have a positive relationship with money and understand their true wealth, they start to become more and more comfortable in their ability to control their financial future.  We help you focus on Cash Flow Longevity and help you understand how to make money serve you instead of others. We help you explore what is important for you to get clear on what it all means. We do that with a team of people who either work as team members or may be called in later as consultants. Our team members work as advocates to make sure you are not bamboozled regarding what financial products or services could do for you.  Our team members come from a place of higher purpose. That makes a big difference in what you will see as you work with us.

5. Wow, that is unique. It sounds like you address the emotional side and the financial side. Exactly how does that work?

We know when it comes to taking action about your financial future, there are many factors that stop people from moving forward.  The key is to help people become an observer of their financial habits.  How often do you act or react with money in ways that don’t serve you? Do you find yourself doing the same thing time and time again but not making progress in your financial life?  Do you find, like millions of Americans and individuals throughout the world, that money runs you, sometimes controlling your life? The key is to get started and take control.  We work to make it easy. Meeting with a Certified Financial Coach™ can help.  Many people tell us working with a Certified Financial Coach™ is a totally different experience from what they expected — maybe it is part of what the coach helps you see – life is not to be endured, it is meant to be enjoyed, and that money is there to serve you vs. you serving it.

6. You think there may be a reason why someone as wealthy as me might work with your group using this PFP program?

There are more reasons than just one.

First, do you have a real sense of the true wealth in your life? Second, our program helps even the most experienced or sophisticated person see what they may be missing regarding how their assets are working and being managed.

So let’s start with Reason 2 first:
The team at Wealth Strong Life Solutions is dedicated to working with members through an advocacy role. While they have considerable sales background, they are beyond that now. They realize that there is an amazing number of products or services available for any person’s financial track or in any integrated strategy for making money serve someone more effectively. Check out how PFP Team members are different and how if you want recommendations, we bring in vetted professionals as consultants who we invite to work with us through our not-for-profit arm of our organization. We don’t start working with you to eventually sell you some product, we work with you inside our vision to create a more secure and sophisticated community of individuals who are empowered in their financial life.

Reason 1:
Some people find that even though they have everything taken care of, but there are days when they just don’t feel satisfied. They might continually seek more — but the “more” probably doesn’t have a lot to do with what money can buy. They may want to know what they might be missing in life. Also, some people get concerned about what they will do with retirement, if they’ll just fade away because their career defined them or they may be unsure how or if money is serving their life.

If you see yourself defining wealth with how much money you or any other person has, if you look around and feel a bit of discomfort about what’s going on in your life, you may want to see if there is more.  It’s nothing major — you just may be ready for a different experience or a shift of perspective regarding how your wealth relates to you. A Certified Financial Coach™ is trained to work with individuals needing a boost to become empowered in their financial life AND is also trained to work with individuals interested in more.  When a person comes with that “need for more” the Certified Financial Coach™ works both as a coach and as an educational guide to help individuals see if looking at life from a new, expanded position may allow the person to create what is needed to fill the gap. You may just be surprised at what you can learn.

If you are curious about what else a Certified Financial Coach™ can do to help you move to what we call TRUE WEALTH MASTERY, you may want to see what a Certified Financial Coach™ has to offer beyond financial coaching.   The Certified Financial Coach™ professional has proprietary programs that help people move beyond traditional financial coaching.  In that case, they partner with you on a journey using great transformational coaching skills that you can call on anytime.

7. If I don’t want to work with people to coach me, why would I use this PFP program? Working with someone who is a coach is kind of, you know, “touchy-feely”. How would that be of any help to me?

First let us dispel any question about our founder’s commitment to empowering people to be secure in their financial decisions. The PFP program is NOT about coaching people, it is about empowering people. We start by providing financial tools that are all about how money works. The softer side, which some people want, is available for those who need it.

Wealth Strong Life Solutions is a company with a high-level mission. Team members agree that they do not like how the investment industry works. There is a lot of talk about being client-centric but in the minds of a salesperson, it just means you always start with a product, then use a way of talking and listening so you hear cues for when to sell people the product. Some of these salespeople use nice language that tells people they are coaches. There’s a significant difference.

However, when you look at the hard money side, the PFP program is different.

The title “Coach” has become popular in our culture for all types of different offerings.  People interested in becoming a professional coach enroll in training programs and complete certifications to gain the skills, credibility and respect in the coaching field. Coaching is not psychotherapy. Financial coaching should never be seen as outside of reality. If you are searching for financial clarity and how your financial resources can serve the rest of the wealth in your life, meeting with a Certified Financial Coach™ can help.

Many people find that no matter how much money they have, they still feel uneasy about their financial future. Certified Financial Coach™ professionals are interested in helping clients not only to understand their financial reality, but to also find a sense of ease and comfort around their relationship with money and the wealth in their life.

8. What about family members in my life who aren’t as sophisticated as I am with money? When they come to me, I just shake my head about what they don’t know. How can I use the PFP program to help me help them?

We haven’t really talked about this before, but what’s great is that signing up for this program means you can include family members under your membership. You may also want to sign them up for their own membership. You would use the pieces of the PFP program that are right for you, they can use the pieces that are right for them. Some people use the membership as a birthday or holiday gift. Regardless, our team is dedicated to helping people move forward and encouraging them to keep going. They learn as they take baby steps — in that way, the PFP program is the perfect program for them. They need to start with easy steps to start to discuss and work with money.

Sometimes people don’t even want to look at their financial situation because it is just too overwhelming. They are fearful and scared. One of a Certified Financial Coach™ professional’s goals is to help a person become empowered in their relationship with money. They do this through a transformational coaching method and also by using coaching programs and services specifically learned in their training.

The first piece of being strong in your relationship to wealth is “knowing who you are” (your authentic self) where you are standing (your cash flow longevity), what you want (how money is actually serving your true wealth) and knowing how the reality of your current financial situation relates to what you hold dear.  Again helping people see the reality of these issues in a person’s life is part of what defines a true financial coach. It is important to know if the person who person calling him/herself a financial coach is able to have money conversations around these issues. It is what helps a Certified Financial Coach™ stand out.  Anyone can use the title financial coach but only individuals who have attended and passed the rigorous training approved by the CFC-Board of Governors is licensed as a Certified Financial Coach™.

A Certified Financial Coach™ helps you stand in financial reality without guilt, blame, shame or being pushed into feeling you need to hurry up and find some product that will answer “the problem”.   What if there is no problem with what you are doing but instead there is a need to see things from a different perspective so you can make powerful decisions with your money.   Understanding how your money does or doesn’t serve you is one small step, seeing how to build on the healthy financial actions you already take is another.  A Certified Financial Coach is dedicated to coaching individuals in creating and enhancing their sense of personal prosperity.

9. I attended a seminar and the person called himself a financial coach. When I met with him he tried to sell me a financial product. How can I tell if a financial coach is legitimate?

We suggest checking a person’s credentials in two different ways.

  1. Check the credentials of the organization where they received their “coach training”.  Did they go through a formal training program or are they a self-proclaimed financial coach?   If they were trained, ask for the organization’s name and to see the professional’s license or certification. Then, check out the organization on the International Coaching Federation (ICF) website to see if the organization’s coursework is approved for either continuing education or additional coach training through the ICF.  The College for Financial Coaching is listed under Certified Financial Coach™ Services on the ICF website.
  2. The second way is to check out the legitimacy of the person’s credentialing.  Organizations who certify or license coaches keep lists of the coaches who continue to meet the ethical and legal standards required to keep their certification.  Again the ICF holds the standard and benchmarks for coach training.  All Certified Financial Coach™ professionals are trained to ICF standards, are trained by instructors dedicated to meeting and exceeding the educational requirements for ICF coach training hours and are provided additional mentor coaching and experience training to be knowledgeable regarding how to specifically coach in the area of finance.  These licensed professionals are required to abide by both an ICF and a Certified Financial Coach™ code of ethics. The ICF and code of ethics have strict restrictions on how coaches are paid.  We encourage you to check out the credentialing of any Certified Financial Coach through the CFC-Board of Governor’s website www.certifiedfinancialcoach.org.

How will I know if a person is the right Certified Financial Coach™ for me?

During your initial conversations and/or discovery session, together you and your possible coach will identify if working together is an appropriate fit. So before you say “yes”, the coach will provide you a sample of what the coaching experience will be like. Also make sure you check out the coach’s BIO page to learn more about their training and approach in coaching.

10. The PFP program is closely related to people who are Certified Financial Coach™ professionals Why that group?

There are many reasons but most of all it is because of the professionalism and credentialing of these professionals. Please see the
What is the difference between a Certified Financial Coach™ and a life coach? What certifications are there and how does all that work?
There are professional standards in the coaching industry. There is a code of ethics, core competencies, accreditation processes and an International Coach Federation (ICF)(industry association) that promotes the advancement of coaches. To learn more about this click here: http://www.coachfederation.org/ICF/

11. I hear a lot about financial coaches, what is the difference between a Certified Financial Coach™ and a person saying he/she is a financial coach?

There are people who don’t understand the difference between coaching and advising and may take on the label of financial coach. They may or may not be trained to know the difference — if they are trained, the question to ask is if they are trained to meet or exceed International Coach Federation Standards and if the hours from their training count for additional credentialing through the ICF.  There is a great difference between COACHING AND ADVISING OR TRYING TO FIX YOU — a real coach knows you are not broken. Coaches completing the required coursework for Certified Financial Coach™ and attaining formal licensing through the CFC-Board of Governors are trained to ICF Standards by instructors who are legendary in the field of coaching.   There is a great difference between the skills of a trained Certified Financial Coach™ professional and a person who is a self-proclaimed financial coach.

What might that difference be?
When a person starts to work with a Certified Financial Coach™, they see something different both in the coaching they receive and in what happens as they are coached.  The coach is not advising them or telling them what to do or how to invest their money.  The coach’s first priority is you – your hopes, your dreams, your ability to see money from a new perspective AND your ability to see that your financial reality does not define you as a person of worth.  They are passionately dedicated to helping you use money as a utility to serve you and the true wealth in your life.

12. Someone one said I needed a financial coach. My question to them was, “WHY?” I handle my money and I am better off than people who ignore their portfolio. I don’t need any help to learn what I need to learn about money, I have everything under control. Point me to resources to find information out for myself — that is my answer to needing a financial coach.

How great! First let’s make sure you know the difference between a coach and an advisor. A coach encourages you to be exactly who you already are with your money. An advisor helps you make changes with your investments. Please realize, there are people very happy with the way they handle their own financial situation. They have a high level of financial literacy. They are proud because they do “money” well, are happy, feel totally in control and know how long their money will last. They may even leave a legacy.  If this is the case, congratulate yourself. You are one of a select few who probably have a good relationship with money. If you also find true joy in life — that is wealth.

13. What happens if I work directly with a PFP Team Member?

If you are interested in working one-on-one with a PFP Team Member, you set up a meeting through our scheduling office. Our scheduling coordinator will ask you a series of questions to see which team member will be best for you and will send that recommendation to our founder who personally reviews each scheduling request.  After that review, the scheduling coodinator will set up your meeting time.

What can I expect if I work with one of the WSLS team members?
Our WSLS Professional team members understand the concepts and value of working with people using a balanced approach – understanding the difference between being a hard numbers person and a coach. They are all committed to being advocates for PFP members. They understand the transformational coaching concepts used by Certified Financial Coach professionals in our group. They also have high sophistication with specialized proprietary tools that help you move to wealth mastery.  You can expect a WSLS team member to:

  • Be a partner in bringing out the best, the deepest, and the truest in you
  • Provide safety, encouragement and support; an environment in which you can relax and explore while also moving forward with Personal Financial Power.
  • Respect the confidentiality of the agreements made
  • Expand your view of what is possible and promote discovery of new insights
  • Give you input, straight feedback and operate as a sounding board
  • Listen carefully to what you say and ask questions that increase awareness
  • Be an on-going resource for you in accomplishing your intentions
14. You said something about tools a Certified Financial Coach may use in addition to the hard money tools. What are those tools and how can they help me?

If you are interested in learning more about the software and tools used by a Certified Financial Coach™, we suggest you take advantage of the PFP program. As you take steps to gain Personal Financial Power, if you choose you can work with coaches in a group setting. There are proprietary tools and programs to help you develop an improved relationship with money and how each might be used in a coaching context.

15. Tell me more about the membership site.

If you’re not ready to sign up for the full PFP Rapid Start program, but would like to sample materials on the membership site, we suggest you try our By Invitation Only program. You won’t have the all the advantages of the full program, but you can still watch a video or read a paper.  Go to www.WealthStrong.info to learn more.

16. What else should I know about working with someone who is a coach?

A Certified Financial Coach™:

  • Helps individuals become empowered in their relationship with money. The focus is on helping people understand how perceptions of money, wealth and prosperity impact their perspective.  While doing this, the coach realizes they themselves are constantly living with their own perspectives and so guard against this influence in their coaching.
  • Helps individuals step back to see the positive and negative consequences of their unconscious judgments on decision-making.
  • Makes it very clear that it is important for you to have base financial literacy skills and during your work with the coach, you will have the opportunity to use programs to gain financial knowledge to understand how what you do has an impact on cash flow longevity.
  • Has access to exclusive tools to help you understand relationships between financial variables in your current life and helps you determine the degree of alignment your current and potential future decisions have with your personal values.
  • Attends rigorous financial coaching skill training including professional coaching core competency training meeting ICF (International Coach Federation) standards.
  • Is grounded and must abide by ethics set up by both the ICF and the CFC-Board of Governors.