The Wealth Coaching Program

Matson & Cuprill, LLC

Failures of Financial Planning

Lack of customization Lack of education Over reliance on assumptions A vehicle to sell products Complicated Speculative

The Wealth Coaching Program™ Combines traditional planning with

“drills” designed to direct behavior toward discovering and achieving your True Purpose for Money.™

Focuses on moving away from traditional financial myths by relying on academic research to develop strategies that operate in the client’s best interest, not the brokerage firm or insurance company.

Core Philosophies

Free markets work Good planning does not require death to

be successful The future cannot be accurately

predicted Clients will hear our opinion even if they

don’t wish to hear it. Simple strategies typically work best

Wealth Advisory Components

Critical Factors Discovery Abundant Cash Flow Retirement Map Financial Foundation Formula Free Market Investing Process Personal Income Tax Relief System Purpose Based Estate Planning Social & Community Strategy

Wealth Coaching Components

Discovering Your True Purpose for Money Choosing Your Investment Philosophy Separating Myth from Truth Understanding the Dimensions of Risk &

Return The Investment Vortex Costs: The Dark Side of Investing Structuring Your Free Market Portfolio

The Next Steps

Critical Factors Discovery

Engagement Agreement

Meeting Schedule

Implementation Checklist