Health and Wealth

What is a Financial Coach?

Health: the condition of being sound in body, mind, or spirit; especially: freedom from physical disease or pain.

Finance: the present state of money or other liquid resources of a government, business, group, or individual.

In terms of health, today, people are hiring physical and personal trainers as coaches to revitalize their aging bodies, increase energy levels or merely to remain in good physical shape to maintain and continue to enjoy the quality and pleasures of life.

In terms of financial well-being, today, people are electing the more hands-on approach to Personal Investing as an alternative to the full service Investment services offered by mostly inexperienced and commissions-driven advisors and sales people.

Our desire is to help you… through analysis, education, and guidance – to increase the likelihood that you will achieve your financial goals.

To help you with this, we offer an Investor Education Coaching Series

Visit our BLOG site… !

For more information about our up coming classes and schedules…Visit our Educational Page.

Contact The Institute For Healthy Investing  to meet with Financial Coach,

Joshua B. Helman, M. D.


This website does not constitute an offer to provide advisory or other services by SmartPlan Investing in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Links from this site to other web sites are provided for your convenience; however, SmartPlan Investing may not regularly review the content of those sites.  The links contained on this site do not imply any endorsement or sponsorship of those sites or any of the products or services that may be offered at those sites.  SmartPlan Investing disclaims any responsibility for the content or accuracy of those sites.

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