Rave Reviews
We love your comments about our products and services! Here are a few of them.
One-on-one financial coaching
"Robin opened doors to leads I needed to investigate for jobs--she's a terrific brain-stormer for job and financial needs. She re-kindled my spirit."
Kay Bock, Palm Desert, CA.
"How to say it...but as I left your place I could slowly feel my power coming back...like my [financial] life was going to get better. I spent the afternoon parked by the lake, taking in the scenery and reading the materials you'd given me...I was flowing over with new enthusiasm and hope...thanks so much, Robin! I look forward to our next meeting."
Dawn Sorenson, Hemet, CA.
"My eyes were opened and we were able to nail down concrete goals as well as a foundation for my future. For example, both a new retirement fund investment and a modified health insurance plan helps me feel more confident and protected for the future."
Paige McCampbell, Desert Hot Springs, CA.
Here are some of the results clients have had:
***Finding $40,000 more in Social Security benefits over a 15 year period by using a little known tactic.
***Setting up a first IRA with a no-load fund that easily and automatically adjusts according to age.
***Adding inflation-proofing strategies to a portfolio to keep income streams at 8% this year.
If you're in the Palm Springs and Palm Desert area, Robin Applegarth offers holistic financial coaching for selected clients.
She holds a B.A. and a certificate in Personal Financial Planning from the University of California, Riverside. In addition, she earned a Chartered Retirement Planning Counselor CRPC® title from The College for Financial Planning.
She does not manage money or sell securities, so there is no conflict of interest, and the focus is on what's best for YOU. Coaching is the process of training you to understand and manage your own finances more easily.
Clients learn easy financial planning ideas they can apply to their own situations for more success and wealth building. The 6-step Grow Your Money Tree system comfortably leads clients through the process.
For more information--email questions or comments to us on the Contact page. Email address is: info (at) thesilverpurse (dot) com.
You can also call (800) 805-7001 to set up a complimentary 20 minute Discovery Session..
