FINANCIAL COACHING
What is Financial Coaching?  What does it entail?  What can it do for you? 
Financial Coaching is the process in educating you / the Client regarding the Financial Industry as a whole, increasing your knowledge, then coming to agreement regarding various productive / destructive investing behaviors and declarations. Helping you with financial terms, evaluation of your current financial state, available options and strategies to meet your goals, including discussion of the various implications, whereby you / the Client will then agree in the setting of goals, committing to taking certain actions by specific dates, and being held accountable by your Coach to execute the plan. 


​Western States Financial provides an array of Financial Coaching and Planning tools & strategies that will enable you to live out your purpose, achieve your goals and fulfill your dreams, including but not limited to:
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  • Financial Coaching
  • Purpose & Goal Planning
  • Social Security maximization
  • Succession Planning
  • Tax-Efficient / Tax-Free Strategies​
  • It includes ALL the above and much more...​​
Call us today to find out more how Western States Investments coaches Clients for financial success and achieving your dreams.

You'll be glad that you called us @ (951)371-7608​