What is the climb
This financial coaching intensive combines a scientific temperament tool, Personality Dimensions® with sound wealth management education.
This has proven to be a sound approach because you are doing more than working on your financial portfolio.
You’re working on yourself, and designing a portfolio that becomes the best mirror image of who you are with your money.
***This program can be completed in as little as one full day, three days or spread over a longer period of time depending on your need. Please email firstname.lastname@example.org for specific program customizations.