Life is full of milestones from birth to college, to your
first job, all the way to retirement. At each milestone, a person’s life can
change dramatically for better or worse.
Our Milestone Coaches® are trained and certified in various
fields in order to help individuals and families plan at any stage in life.
Through educational workshops, one-on-one and group consultations, our experts
take into consideration the individual’s situation and what their goals are before
providing any guidance.
Unlike most
financial professionals, Our Milestone Coaches® are independent and don’t get
paid to sell products.
The
Milestone Coach® has filed its Form 1023 to become a non-profit organization
which will allow our Milestone Coaches® to reach more people and work with
other organizations to spread financial education.
