Initial Consultation

If you lack peace of mind regarding your investments we offer two initial ways to learn more about how Frank & Kraft Wealth Coaching can assist you. Either initial option is free of charge for new or prospective clients.

First

You are encouraged to attend one of our successful and entertaining Investor Education Series workshops. We hold these introductory events regularly so that new and prospective clients can learn more about what we do. At the end of the workshop you will be offered an opportunity to schedule a one-on-one consultation with an Investor Coach.

Second

Call us to schedule an initial consultation. In advance of our meeting we will provide you with a few materials to review that will help you better understand our approach to investing.

A properly educated investor should be able to answer “yes” to most all of these questions. If you are not able to answer “yes” then give us a call to learn how we can help you become a more educated investor.

This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Frank & Kraft Wealth Coaching, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.