Case Study

When his accountant introduced him to us, Stephan had established two successful consulting companies. As successful as he was, Stephan had no real financial direction or plan for achieving his life goals.

Stephan was adept at managing the day-to-day concerns of his businesses, but he had no time to manage his own financial affairs. As a result, when he received an unexpected offer to purchase one of his businesses, Stephan didn't know what to do. This lack of clarity left him anxious about his financial future, despite the fact that both businesses were profitable.

That's when Stephan’s accountant introduced him to Washburn Financial. We took Stephan through The Empowered Life Coach Program^TM, reviewing his situation, his concerns, and his values. We created a Master Financial Plan that offered a disciplined approach to the financial issues Stephan faced. After going through The Empowered Life Coach Program^TM, Stephan realized he didn't have to sell his businesses to achieve his goals. He could continue to do what he loved without anxiety or guilt.

The Empowered Life Coach Program^TM simplified Stephan’s finances and provided him with a roadmap for the future; providing financial security and clarity while renewing Stephan’s confidence in his future.

SECURITY, CLARITY, CONFIDENCE