Question: Is my information private & confidential?
The program is completely private and confidential, all verbal and written documentation will be held with strict confidentiality.
Question: Is this just a marketing program to sell financial products?
The program provides coaching, education, and advice and is not a marketing or sales program! There will be no solicitation or discussion of any specific type of insurance or investment products outside the scope of what the participant already owns. At the end of the twelve week Six for Life Blueprint Program®, the participant may have the option to continue the relationship with McAvoy Kemp Wealth Management, LLC by requesting and completing an advisory agreement or by requesting an agreement for additional services.
Question: If I sign up, can I cancel for a full refund?
The participant has the right to cancel the program by contacting McAvoy Kemp Wealth Management, LLC in writing within 14 days of signing the Six for Life Blueprint Program® agreement in order to receive a full refund. No refunds will be made after the expiration of the 14-day cancellation window.
Question: Who is most likely to receive the most value from the Six for Life Blueprint program®?
The program was designed for those who are ready to take a proactive approach to managing their financial lives. As with anything in life, the value received will be in direct proportion to the amount of time and energy invested. Those who are willing to commit their time and energy to providing the required information, completing required assignments, honoring scheduled meeting times, and by being open and transparent with what they hope to accomplish will receive the most value from the program.
Question: Are there any financial minimums required to enroll in the Six for Life Blueprint Program®?
There are no set required financial minimums that must be met in order to enroll in the program. However, we feel that those households with a minimum annual income of $100,000 without children or $150,000 with children will receive the most value from the Six for Life Blueprint Program®.
Question: What is coaching?
Our simple definition of coaching is not to judge, try to fix, or instill our personal bias and values on the participant. We support the participants by asking open ended questions to create the perspective for them to make decisions that are in alignment with what they value the most.
Question: What is education?
Our Six for Life Blueprint program® is not a lecture series of meetings but rather a dialogue to educate the participant on the six financial areas where they may be lacking the knowledge and perspective required to make well informed decisions that are in alignment with what they value the most.
Question: What is Advice?
The Merriam-Webster dictionary defines advice as careful thought, consideration, deliberation, and/or recommendation regarding a decision or course of conduct. While we embrace these definitions, we further define advice as being fair-minded, creating perspective, and a willingness to disclose our own personal bias.
Question: If I have a specific financial issue of concern that I want to address, will I be required to complete all six areas?
The Six for Life Blueprint program® course registration fee is to cover the initial discovery process of gathering the required information, populating the online Personal Wealth Management System, and producing the cash flow and net worth reports. The participant always has the option of using the six meetings to focus discussions on any agenda they may prefer.
Question: After the completion of the Six for Life Blueprint program®, am I allowed to continue with further meetings and discussions?
Yes. However, there will be additional fees for services required. While our hourly rate is $150, we offer discounts based on the size and scope of the continued work to be completed.
