Services

FinancialBallGame.comTM offers services in two main areas: Financial Coaching and Financial Education.

We are currently accepting new clients for Personal Financial Coaching. To schedule an initial conversation with a financial coach, please call us at 800-266-2971 or 425-286-7298.

Financial Coaching

FinancialBallGame.comTM offers personal financial coaching to help you take control and develop a holistic lifetime financial strategy. Our FinancialBallGame ScoreboardTM helps you to visualize your life as innings in your ballgame, so that you can anticipate life events, both expected and unexpected, and develop a game plan that will prepare you for all of them.

The development of a lifetime financial strategy is NOT about picking the right or ‘hottest’ mutual fund portfolio or company. While mutual fund and securities products can be (and often are) an important part of a financial strategy, developing a lifetime financial strategy encompasses much more. Any financial plan that you are going to be able to live with and follow for a lifetime must:

  • Take into account your values and beliefs about money
  • Be based on a comprehensive understanding of the reality of your current total financial situation
  • Have considered the tax implications of any financial strategy
  • Systematically address how to build wealth while also taking into account lifetime curve balls and unexpected events

Any financial plan that is based upon a hoped-for return in the stock market (or in any market, for that matter) is NOT a plan – it’s a wish.

An effective and appropriately crafted lifetime financial strategy will work in strong and weak economic times.

Sometimes, due to a variety of life circumstances, we are not where we’d hoped to be financially. This can feel discouraging and it may be tempting to procrastinate on taking corrective action. Remember that our coaches are real people who have also experienced more than a few of life’s curve balls. They are exceedingly capable, compassionate, highly educated and they want to help you.

Our Coaches are also comfortable with and look forward to interacting with other professionals (such as tax accountants, lawyers, etc) with whom you are working.

Coaching Process

While everyone’s situation is unique, the Coaching process often follows this simple and straight forward approach:

1. Meet with a Financial Coach

  • Discuss values and beliefs about money
  • Share financial concerns and constraints
  • Discuss long-term goals
  • Confirm that working together is appropriate and a ‘good fit’

2. Fill out Confidential Financial Questionnaire

3. Financial Coach reviews results of Financial Questionnaire and develops preliminary financial overview

4. Meet with Financial Coach to review results of Financial Questionnaire, discuss issues and concerns, answer questions, finalize core financial approach together

5. Implement agreed-upon financial strategy

How Do We Get Paid?

You don’t have to write a check out of your pocket. We get paid in two ways:

  • By your introductions and recommendations to your family and friends. This is the best form of payment because this is how we grow our business.
  • If we collectively agree and decide on some financial moves then we get paid by the financial institution.

Remember, FinancialBallGame.comTM Coaches are independent advisers and are not subject to sales quotas and pressure to use company products. As a consequence, Coaches are totally free to focus entirely on your best financial interests.

What is the First Step to Get Started?

To get started with our personal financial coaching services you can contact Dwayne Burnell at 425-286-7298 or fill out the contact form on our website to set up a meeting for your initial financial conversation.

Remember… It’s Your Money. Play to Win the Game.TM

Financial Education

FinancialBallGame.comTM seeks to help you improve your financial literacy so that you can play your best financial ballgame, score the most runs (dollars) and live your dream lifestyle.

Some of the products and services we offer to improve your knowledge are:

Topics you will learn include:

  • Retirement planning
  • College planning
  • Building your wealth
  • Managing financial risk
  • Understanding financial vehicles’ pros and cons
  • Preparing yourself for life unexpected events (curve balls)
  • Operating your personal finances like a successful business
  • Leaving a legacy to your family
  • And more…

At FinancialBallGame.comTM we believe that your financial life is like a game of baseball. Our unique educational materials are entertaining and easy to understand. We hope you will enjoy your financial education as you develop the skills to craft a winning financial strategy that will help you live the life you have always dreamed of!

We are at your service to answer any questions at 425-286-7298 or 800-266-2971.