Invest in Yourself

You help others invest money for their future. Why not invest in your future.

I have a number of coaching options that will fit your time and monetary commitment.

Review the following options below to determine which relationship is right for you:

30 Minute FREE Initial Consultation

  • In 30 minutes I will help YOU gain some clarity on what YOU want and the challenges that may be slowing YOU down.
  • We can also talk about how we can partner together moving forward.
  • The consultation is typically done via telephone.

Half Day Strategic Planning Intensive

  • In approximately 4 hours I will help YOU gain incredible clarity on what YOU want, identify and start to overcome any challenges that may be getting in the way and figure out what activities and strategies are necessary to move YOU towards your desires.
  • The half day intensive is usually conducted in-person.
  • The fee for this service varies depending on individual circumstances and logistics. The fee can be paid 100% up front (discounted) or spread over 2 installments.

Ongoing Coaching Sessions

  • Over a predetermined period of time, I will help YOU gain incredible clarity on what YOU want, identify and start to overcome any challenges that may be getting in the way and figure out what activities and strategies are necessary to move YOU towards your desires.
  • The initial coaching session, which lasts approx. 1.5 hours, can be in-person or via telephone depending on logistics. Ongoing coaching sessions will be conducted by telephone for approx. 50 minutes. Minimum number of coaching sessions is 6. In order to keep things moving along, all calls must be completed within a 4 month period of time.
  • YOU will have unlimited VIP access to ME via email and telephone as needed, during the period of time we work together.
  • The fee for this service varies depending on individual circumstances and logistics. The fee can be paid 100% up front (discounted) or spread over 5 installments.

Half Day Strategic Planning Intensive with ongoing Coaching Sessions

  • YOU will receive all of the above under Half Day Strategic Planning Intensive plus …
  • Ongoing coaching sessions will be conducted by telephone for approx. 50 minutes. Minimum number of coaching sessions is 6. In order to keep things moving along, all calls must be completed within a 4 month period of time.
  • YOU will have unlimited VIP access to ME via email and telephone as needed, during the period of time we work together.
  • The fee for this service varies depending on individual circumstances and logistics. The fee can be paid 100% up front (discounted) or spread over 5 installments.

I want to hear from you!

If you have any questions or would like to set up a consultation to see if I am the right coach for you, contact me using the form below:

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If you prefer to contact me by phone :
614.296.2956

I look forward to hearing from you,

Michael J. Perez
The Financial Professional’s Coach