Wealth

As a Wealth Coach and former CPA, Filomena Day will guide you toward financial stability by assessing your financial needs based on your desired lifestyle choices, then suggest proven strategies and financial programs, products and services that will help you achieve your financial goals and protect your wealth, your identity and legal rights*.

Filomena is a certified college planning advisor (the other CPA) and president of Diversified College Funding Advisors, whose services connect the complex pieces of college planning and funding together to coach you and your child through all of the steps with less stress!

Your current learned approach to money and beliefs about prosperity is either helpful or harmful to your financial success.  Coaching will help you understand your relationship with money and with others because of it and move past your limiting beliefs.  Filomena, is a Certified Law of Attraction Coach and will coach you toward better days with more abundance and less stress utilizing a variety of proprietary practices.

Creating a personal or business financial strategy for the different phases of your life or your business will give you the comfort of knowing you and your loved ones and those who rely on you will be protected whenever things occur which inevitably will change your lifestyle or your business.  We can help you make transitions a more comfortable and exciting process to get to where you want to go.

Whatever life events you are experiencing, we help you find the funds for college needs, long term care needs, or income for living a healthy life in later years.  There are many affordable solutions offered through Better Days Financial Services, a division formed in 2008 to find and research available products in the market for each major life event or business situation, and help you learn about ways to protect your assets.  We have access to affordable insurance programs to cover your entire life, final expenses, long term care expenses, and business overhead expenses.  Adding small business qualified retirement plans and health plans to your benefit packages will attract and retain valuable employees.

Are you unhappy with your current financial “bitchuation”?
Then get ready to SHIFT Your Money Maker!TM 
Are you  . . .

  • unsure about how to apply proven Success Principles to improve it right now for the future?
  • ready to discover what is preventing you from making more money?
  • really committed to make the time to develop and implement a solid plan and make shift happen?
  • single or recently single due to divorce or passing of a loved one?
  • concerned about college and retirement funding?
  • overwhelmed and tired from trying to go it alone?

    If you answered yes to any of the above questions, it is time for you to participate in SHIFT Your Money Maker!TM 
    (12 week program with new program forming every month.)

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Make sure you are playing a proactive role in protecting and preserving your assets.

Start today by joining us at the next L.I.F.T. Asset Protection Workshop.  Attendees are provided information and proven legal, insurance, financial, and tax strategies to help make knowledgeable decisions to protect and preserve their money and assets.  (Nothing is sold at these workshops!)

We help you get financially fit by guiding you through five critical steps:

  • assess your current financial situation,
  • commit to improving your situation,
  • plan a strategy / strategies to get to your desired outcome, we will stay with you to help
  • implement, evaluate, and continue to
  • revise the strategies to attain your desired financial stability and a life without worry or debt!

Please click here to email me. I look forward to hearing from you!

 


*As a Certified Identity Theft Risk Management Specialist™ (CITRMS) and Legal Shield Associate #114939028
 (The CITRMS certification program is offered by The Institute of Fraud Risk Management which provides anti-fraud education and training to financial professionals to help their clients understand and address identity theft and related fraud issues.)

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.