Improve Financial CORE Strength – Pursue Peak Financial Performance
The InMotion Financial Coaching Program has been unveiled. The Program has coordinated with various running, cycling, swimming and triathlon organizations to help improve the Financial CORE Strength of highly active and successful Americans through their passion for endurance sports. It encompasses an elite national team of Financial Coaches providing personalized financial planning and an extensive financial services website, www.InMotionFinancial.com .
Clearwater, Florida (PRWEB) May 2, 2006 -- The Program was developed by The Financial Engineering Institute (FEI) and is governed by an Advisory Board made up of nationally recognized individuals from the financial and the running, cycling, swimming and triathlon communities. The Board includes Dave Scott, Sarah Reinertsen, Bob Babbitt and Mike Greer.
Nationally renowned as a Coach of Financial Coaches as well as a runner and cyclist himself, Nick Gregory, ChFE, CFP®, CIC, CEBA and President of FEI, recognized that these highly active and successful Americans live life to the max. However, balancing career, family and training takes time away from dealing effectively with their financial affairs. Given the sales intensiveness of the financial services world, obtaining the objectively competent advice required to cope with today’s complex financial arena is difficult.
With these issues in mind, the Program was designed exclusively for runners, cyclists, swimmers and triathletes to help improve their Financial CORE Strength:
| | - Clarifying financial objectives
- Organizing financial affairs
- Reducing risks of financial loss
- Enhancing financial performance
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The Program coordinates with various running, cycling, swimming and triathlon organizations, clubs, event directors, publications and training coaches. It encompasses an elite national team of highly qualified financial advisors, designated as InMotion Financial Coaches, and InMotionFinancial.com. This robust, self-help website is a virtual mall of financial services. It links with these Financial Coaches as they help clients pursue peak financial performance within these areas:
| | - Tax Planning • Cash Management • Business Planning
- Planned Giving • Employee Benefits • Investment Panning
- Asset Protection • Estate Distribution • Retirement Planning
- Insurance Planning
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The anatomy of an InMotion Financial Coach:
| | - A minimum of 10 years of financial planning experience
- Hold at least one of a specified list of professional designations
- Adhere to a strict Code of Ethics
- In good standing with all applicable regulatory bodies
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The financial engineering institute, LLC – program developer
From its national headquarters in Clearwater, Florida, FEI provides coaching, training, marketing and advanced case design for financial services professionals and their clients across the country. In addition to the firms financial advisor “coaching” services, it is the governing body and grantor of the professional designation, Chartered Financial Engineer.
For more information, visit www.inmotionfinancial.com or phone 888-884-3332
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