Register for The Seven Pillars of Financial Well-Being Workshop

Discover the Real You

Our proprietary discovery process helps you identify what is important about money to you and reveals your core life values. Only then are you able to make the most balanced financial and life style choices that will enrich your life.

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Create Solutions with Guaranteed Results

We only work with the highest rated insurance companies; many of whom have centuries of experience and longevity. Our specialty is in creating financial plans that leverage the power of safe money instruments.

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Focus on Your Financial Core

Too many advisors focus on investing and don’t offer solutions that help you build a strong financial core. This is what makes us different. Only when you have built a strong financial core are you able to properly protect yourself from unexpected economic storms.

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  • I've been blessed to the max throughout my career in professional golf as well as my year's in ministry to rub shoulders with some pretty incredible people. Jeff has helped us plan for the future...words alone cannot express our gratitude.
    — Jim & Kimberly Coles Read More Testimonials
  • I have known Jeff and been a client of his for over 20 years (not to age myself). He has been a mentor and an inspiration while undeniably helping me to increase my net worth.
    — Julianne O'ConnorRead More Testimonials
  • Jeff has helped me realize my dreams of retiring from the State of California and starting my own business.
    — Alicia Nowicki Read More Testimonials
  •  Jeff’s experience, knowledge and effective communication have been a tremendous asset to our family. We appreciate how Jeff showed us how we could purchase more investment properties by strategically arranging our financial assets.
    — John and Chelsey Walker Read More Testimonials
  •  Both my wife Toni and I have been delighted with the services of the CORE Financial Group partners. Jeff has been both creative and helpful in providing us with both guidance and specific assistance in matters financial.
    — Ragnar and Toni GilbertsRead More Testimonials

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Our Discovery Process

Our Financial Discovery Process is designed to meet you where you are. We help you get to the Core of what matters in your financial life. We will help you develop or strengthen your financial balance through the use of risk management, debt reduction, lifestyle balance, and safe financial instruments. 

How it benefits you

  • Experience reduces uncertainty and stress 
  • Enables you to make informed financial decisions
  • Uncovers new ways for you to further enhance, protect, and preserve your wealth
  • Helps you uncover and clarify your life values
  • Helps you find greater peace of mind …

Explore your Goals and Motivations

Our first meeting with you involves our unique, fun, and collaborative questioning process. Together we will discover, uncover, and asses where you are now so that we can connect, understand, and empower you. We focus on information gathering and a detailed discussion of your goals, motivations, and priorities. The purpose of this meeting is to get to know each other and to gather enough information to enable us to efficiently determine the Color of Your Money

Review and Analyze your Current Financial Situation

Whether you are looking to establish a spending plan, reduce debt, or build wealth, we can help you. We analyze your current financial situation in the context of our Core Financial concepts. We will analyze the information and collaborate with you to develop an appropriate strategy for strengthening your financial core. 

Finalize your Core Financial Action Plan

During this second meeting we will share with you our findings and together we will finalize your Core Financial Action Plan. Depending on your financial situation and life goals we may:

  • Review ways for creating and or updating your Estate Plan through one of our Estate Planning Attorneys.
  • Discuss a method for performing an Income Tax Efficiency Analysis through our team of CPA partners.
  • Develop a Retirement Income Analysis which includes our proprietary Social Security Maximization Analysis.
  • Discuss methods for powering down debt and reducing other unintended financial leaks.
  • Identify the best Safe Money moves which are right for you now.

Implement your Core Financial Action Plan

We will help you implement your Core Financial Action Plan by providing you with appropriate safe money financial instruments and professional services designed to help you get to your goals in a safe and predictable manner. Our goal is to help you GET ORGANIZED, GET FOCUSED, TAKE ACTION and GET IT DONE!

Monitor and Review your Progress

Our on demand coaching program is designed to give you the extra support that you may need to see your financial goals through to the end. We will serve as your accountability partner, giving you the resources, skills, and confidence you need to manage your money wisely.

We want to be your Safe Money for Life Coach. In that light, we will: 

  • Review with you, at least annually, your progress and help you make any adjustments which may be appropriate.
  • Add you to The CORE Financial Group eNewsletter.
  • Invite you and your guests to educational and informational seminars and workshops.
  • Always be available by email, phone, and in person to answer any questions.
  • Send you news and tips of financial interest.
  • Work with your family members, your co-workers, and your other professional advisors in a collaborative manner to best serve you.
  • Serve as your caring and encouraging Safe Money for Life Coach as you continue your journey to financial balance and peace of mind.