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Neither Financial Coaching Institute LLC, nor its educational subsidiaries nor any of their respective officers, employees, representatives, agents or independent contractors are in such capacities, licensed financial advisors, registered investment advisors, or registered broker-dealers. Neither do they provide investment or financial advice or make investment recommendations, nor are they in the business of transacting trades, nor do they direct clients accounts or give trading advice tailored to any particular client's situation. None of our communications constitute a solicitation, recommendation, promotion, endorsement or offer (to buy or sell) by Financial Coaching Institute, or others described above, of any particular security, transaction, or investment. All examples of securities used in communications are for educational and illustrative purposes only.
Trading stocks, options, and other securities can involve high risk and the loss of any funds invested; trading options can result in the loss of more than the original amount invested. Investment information provided may not be appropriate for all investors, and is provided without respect to an individual investor’s financial sophistication, knowledge, financial situation, experience, investing timeframe, or risk tolerance. Examples used in the seminars, courses, and virtual trainings are for illustrative and educational purposes only. Past performance in these examples are not indicative of future performance. Financial Coaching Institute does not recommend that you buy or sell these securities, options, or futures. There are no guarantees implied or otherwise. Money in the market is at risk.
Do not share, give, or explain the trading recipes you learn. These are our proprietary life's work and we ask that you protect them as such. Thank you!
Financial Planning Kit
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Downloadable Planning Kit - 45 pages to help organize your financial life! Included are checklists and forms to complete. Many clients keep this in an emergency preparedness kit to grab in case of evacuation. No matter your purpose, this kit is great for any family.
Updated to include Social Media records, a sample Social Media Will, and other forms and tips regarding Digital Assets.