PROACTIVELY EDUCATING & ACQUIRING KNOWLEDGE

PEAK

Discover the Power of PEAK

I named my company Papillon because like the butterfly, we endure tremendous transformation throughout our lives. When it comes to our finances, we want these changes to make us better, stronger and more able to enjoy the best that life has to offer. My signature program PEAK is just the vehicle to get you there.

PEAK is a financial coaching program

that combines a temperament based tool with sound

wealth management education. 

Executed through a series of live and web-based sessions, PEAK can be tailored to fit anyone's schedule. 

The benefits of our program touch anyone hoping to achieve their life goals. With PEAK a few of the skills you'll learn include:

  1. Your money personality based on your unique temperament
     
  2. How to match your financial strategy with your actual life goals
     
  3. Your true net worth
     
  4. The most important principles to build your financial foundation for your business, family and self
     
  5. Proven strategies to start improving your finances within a week
     
  6. How to build a financially conscious family and talk with your children about money
     
  7. How the market works and your advantageous role in it
     
  8. The important elements for building generational wealth
     
  9. Who should be part of your financial "team"

Working on your financial life and money strategies in a thoughtful way will help you learn to build the relationship with your money that truly serves  your true goals and deepest desires for your business, family and life! 

Learn more about how our program works and add yourself to the PEAK PROGRAM registration list to get direct information and be the first to register for our next PEAK program!

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