Experience Financial Freedom
I am not an advisor. I am a coach. As a coach, I teach and guide my clients to help them reach their financial objectives. There are five things that a person should look for when working with a financial professional: 1. What is their level of education? In addition to a college and graduate degree, are they continuing their education. 2. What is their objectivity? Are they truly interested in what’s best for you or are they simply trying to sell you a product or idea that they think is important. 3. Compensation. How are they paid? Are there sales commissions involved? Are they willing to disclose exactly what the cost will be in working with them? 4. What is their experience? You can’t teach experience. Either a person has decades of experience in a specific field, or they don’t. 5. Where is their loyalty? Is it to you, the client; or is it to another organization, company or product that they are affiliated with?
With over 35 years of experience in financial coaching and consulting, Greg helps individuals, families and businesses understand what financial freedom is and how to attain it.
After graduating from South Dakota State University with a Master’s Degree in Counseling, Greg pursued his career as a financial coach. He has also taught money management and leadership principles at the college level and to military groups.
As the author of the book, “Financial Freedom, Finding What Works for You,” Greg has been featured in numerous interviews on radio and TV throughout the country. In addition to his financial coaching practice, he has been certified as a coach in Steven Covey’s, “Seven Habits of Highly Effective people.” Greg incorporates Covey’s core principles in helping clients establish healthy money habits and a positive money mindset.
Greg’s combination of formal education, experience, and independence from financial institutions allows Greg to serve his clients with objectivity and their best interest in mind.
Greg lives in Salt Lake City, Utah with his wife and family. He enjoys being an active member of his community.