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  3. Financial Coaching

Financial Coaching

Financial Coaching is a customized, proprietary service available to DSI Wealth Management clients and their families. Our support can be as simple as helping you learn the most from your financial statements or as involved as helping you and your family members make life's most complex decisions from a position of common understanding.

We start at the beginning

Financial Coaching begins with your children—helping them become knowledgeable of the responsibilities of having wealth. Financial Coaching topics for children include:

  1. Unique obligations as the child of a family-owned business owner
  2. Budget and cash management for young adults
  3. Responsible spending and credit management
  4. Theft and fraud protection within a family of means
  5. Managing friends and others who are in relationship with your children
  6. Planning for future financial security

As needs change so does our focus

Financial Coaching for clients and adult family members includes topics such as:

  1. Managing, selling or passing on a family-owned businesses
  2. Choosing Executors and Trustees for estate management
  3. Planning for retirement and potential reduction in cash flow
  4. Succession planning for the main source of family wealth to avoid interruptions
  5. Creating a plan of action to minimize State and Federal taxes

We're with you and your family all the way

Our advisors can help you and your other advisors create a flexible plan that anticipates the potential complexities and pitfalls that can accompany financial success. We strive to help our clients not only accumulate wealth but also successfully preserve and pass wealth on to future generations and favorite charities.

Services

  • Retirement Planning
  • Wealth Management
  • Financial Coaching

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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  • Legal, privacy, copyright and trademark information

Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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