Blog

Financial Advisor vs. Financial Coach

Five key differences, and which is right for you. by Dee Zimmerman | As a coach, I often experience the challenge of communicating how I help others. One specific challenge is explaining the differences between financial advisors and financial coaches.… Read More

Agree and Achieve Financial Coaching method with Angie Carlson

Angie discusses her new Agree and Achieve Financial Coaching method that is helping so many couples get on the path to wealth. Read More

The skill that couples focus on to win with money

by Angie Carlson | Couples, my husband and I have had the same thought as you two. There’s no way the dream for our relationship will ever happen. Especially with the challenges we had ~ Health issues ~ Opposite work… Read More

What A Job Loss Reveals About Your Money (And It’s NOT What You Two Think)

by Angie Carlson | My clients Hillary and Loren found tens of thousands of dollars hiding in plain sight when this happened. But first, here’s some context of what was happening in their life: (Raise your hand if you can… Read More

The Great Couple Debate – And How to Resolve It

by Angie Carlson | One of the biggest debates I see for couples is this:Do we spend our money on things or experiences? How do we break the tie of 1-1 in our relationship? Because both have their merits, like… Read More

How to start the conversation today about your day-to-day finances

by Angie Carlson | 3 Questions to Answer Together to Start Transforming Your Finances in 2024. These questions aren’t fluff – they are deep.   Highly encourage you to save this post, as you’ll want to reflect back on these questions… Read More

What’s their hot button?

As you know, Procle has a number of attractive benefits for healthcare providers. These include: All remote services on one easy-to-use platform; Medical Assistants are available to help provide services – the provider does not have to recruit new staff;… Read More

How Free is the Most Expensive Financial Decision You Can Make

by Angie Carlson | After TWENTY-FIVE YEARS of trying to solve this financial challenge on their own Using the knowledge THEY had Outside help was required. Here’s what happened when we worked together: Clients came to me with one big… Read More

Persistence pays!

When I first entered the life insurance business, we were taught this principle from marketing guru Richard Weylman: 7 contacts to a sale. The point was that on average, we would need to be in touch with a prospect 7… Read More

Would You Willingly Choose This

by Angie Carlson | Neither of you want:👎The living paycheck-to-paycheck lifestyle until you die 👎Charging/borrowing for every single large, unexpected expense 👎Your bank account deciding if can stay home with your kids while they are young 👎To work 12 hours… Read More