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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Education and Coaching

Introduction to Financial Balance (Presentation)

This presentation provides an overview of the components of creating financial balance in your life. It introduces the concepts of the Vortex of Abundance, Two Types of Money, Three Types of Core Money, Safe Money, and more. It is a unique, fun, and though provoking presentation that introduces Nine Best Practices for Personal Financial Balance. This presentation is often given as an evening or special event and encourages participants to seek more information and participation in the Financial Balance Workshop.

Financial Balance Workshop

We harbor many complex myths and facts about money. We view money through the lens of our experiences including the information we get from Wall Street, the media, friends, and our families. We tend to shy away from talking about our finances in a truly personal and open way. This is because it is often embarrassing or uncomfortable to talk about our financial experience and what we are doing that is affecting that experience. This is unfortunate because we need each other’s help to make the best decisions possible for our lives.

This workshop offers a safe environment within which financial experiences can be openly shared. It provides practical guidance on how to balance your financial lifestyle and manage your finances for long term success. You will learn about relating with money, balancing lifestyle, managing income and expense; eliminating debt; understanding savings versus investing; financial risk mitigation; and the benefits of Safe Money financial instruments.

Five Secrets for Financial Success (Presentation)

The Five Secrets for Financial Success is a condensed version of the Financial Balance presentation and workshop. It brings forward the critical elements for achieving long term financial success in a thirty minute presentation. It is the presentation of choice for lunch-n-learns, mixers, and other events lasting one hour or less.

Financial Coaching

We are Safe Money coaches that guide you from where you are at the moment to where you want to be in the future. We provide personal one-on-one coaching to help you develop a specific plan to meet your individual financial goals.

We take you through our proprietary discovery process and mentor you in the process of determining where you are financially, where you need to be, and how to get there. We help you achieve control of your current situation and map out an action plan that focuses on meeting your personal needs.

Contact us to learn more about our educational and coaching opportunities.