WEALTH COACH EXPERIENCE
CLIENT CLASS LIST

Class listings in bold are the two classes all clients are requested to attend.

A. Investor Education Classes: Understanding MPT (Modern Portfolio Theory)

Series Series I

1. Separating Myths from Truths: The Story of Investing ( Investment TRUTHS regarding active vs. passive investing) Non clients are welcome to this MPT overview class. Please come and bring the people you care about the most, your family and friends. We work by referral, and request that new clients come from existing clients and their other advisors..
2. Choosing Your Investment Philosophy (Clarify your market belief and investment strategy to simplify your investment decisions) New Client #2 Class, Pre-requisite: LC I Class 1: Discovering Your True Purpose for Money/Life
3. Examining Your Expectations (Clearly assess the difference between investment expectations and reality)
4. Dimensions of Risk and Return (The academic components most critical to the long term growth of your portfolio)

   Series II (Pre-requisite: IE Series I)

5. The Investment Vortex: Getting Through the Black Hole of Investing (Understand acceptable portfolio performance)
6. Structuring Your Free Market Portfolio (Learn how market risk is determined)
7. Costs: The Dark Side of Investing (Costs can determine your investment failure or success)
8. The Critical Mindset for Harnessing the Power of Free Markets (Learn why markets are unpredictable)

   Series III (Pre-requisite: IE Series II)

9. The Grand Enigma of Investing (Understand destructive investment behavior)
10. The Free Market Fiduciary (Learn about ERISA plan (401k) trustee liability, then educate your boss!)
11. Mitigating Risk While Maximizing Returns with Fixed Income (Learn to manage various investment risks)
12. Benefits of International Investing (International vs. Domestic Investing)

 

B. Life Coaching Classes: Increasing Your Peace of Mind

Series I

1. Discovering Your True Purpose for Money/Life ( New Client #1 Class: Your values and lifetime goals)
2. Defeating Your Money Demons (Reveal your long held beliefs about money)
3. Focusing on Your Future View (Envision your preferred future and develop steps to achieve it)
4. Revealing Your Distinctive Genius ( Why did God put you on earth now?)

Series II ( Pre-requisite: LC Series I)

1. Integrity Principle (Your behavior speaks louder than words)
2. Reality Worksheet (What’s working and what’s not working)
3. Creating Your Core Covenants (Devise meaningful agreements with the most important people in your life)
4. Customizing Your Lifelong Gameplan (Bringing all your information together)

C. Whole Life Stewardship: Fulfilling God’s Great Commission

1. The Stewardship Solution ( What are you doing with all of God’s money?)
2. Stewardship for the Yachtless (Non millionaires can also have a Giving Plan)
3. Being a Holistic Steward (Stewardship needs to be in all of your life)

 

WWC CONTACT INFORMATION:

Lynn M Lentz:  (734) 459-1819 - LML@WordhouseWealthCoaching.com

Joyce Kurtz: (734) 536-3407- Jkurtz@WordhouseWealthCoaching.com

Maria J. Kuitula (616) 460-6518 - thekuitulas@comcast.net

Phyllis J. Wordhouse (734) 459-1819 - PJW@WordhouseWealthCoaching.com