EIG Wealth Coaching Services
Ellenbecker Investment Group is built on the foundation of helping our clients achieve their financial goals with a caring and holistic approach. Our wealth coaching services provide one-on-one holistic life coaching and educational opportunities for those seeking additional assistance above and beyond the tactical steps of their financial plan. Our wealth coaches are Legacy Certified Integrative Holistic Life Coaches with over 1000 hours of coaching experience.
Short Course: Diversification 101
This 6-video course will talk through the basics of stocks & bonds and explain what diversification in your portfolio means. Learn how risk determines the constructruction of your investment plan.
Short Course: Retirement 101
This 5-video course will talk through the basics of Traditional IRAs, Roth IRAs and Employer Sponsored Retirement Plans. Learn how these affect your taxes and overall retirement strategy.
Meet Anne
Anne is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Certified Integrative Holistic Coach Level II (IHC) with over 20 years of experience in the financial industry. She is happily married and has three beautiful children.
But what is underneath the surface? Who is the real Anne? Well, she is a lot like most people. She was determined to climb the corporate ladder, be supermom and have it all. She truly believed that if she worked hard enough and long enough, success was sure to follow - and then she woke up. It took the help of a business coach for her to realize that she had forgotten about Anne and the little girl who loved to have fun and be a little mischievous. Her eyes finally could see past her blindspots. Underneath the success was the fear, thoughts of not being worthy enough, and the delusion of everyone’s world crashing down if she focused on herself. Money was the end all be all. She always needed to make more because she thought that brought stability, success and happiness.
Through her own personal development journey, Anne started to realize that true wealth and happiness is much more than your net worth. She realized that her self-worth is not tied to her net-worth, and so can you. Through wealth coaching, Anne helps others move past their money blocks so they can live a wealth inspired life.
Coaching sessions and courses make great gifts for recent graduates, newlyweds or the upcoming retiree! Email Anne Mank at [email protected] for more details.
Not sure where to start? No matter where you are on your journey, we are happy to talk with you about your unique needs. Set up a complimentary 30 minute discovery appointment and let’s see if we’re a fit.
