See Details on How Wealth Coaching Can Help Realtors
My personal objective is to make certain that any advice you are being given by others puts and keeps you on a path where you will safely reach your financial and personal goals.
And through my personal coaching, you will develop a plan that can help safely protect your assets yet continue to provide you sufficient income for life.
Saving a significant part of your commissions for your future is long overdue, isn't it?
Let's start today!
Getting started is way past due.
There is one life circumstance that is often ignored, but it is a profound reality:
The older we get and the further we get into our own lifecycle, the less time and opportunity we have to correct and overcome mistakes.
And the less time we have to prepare for our future.
That is especially true when it comes to our financial wherewithal.
It is a natural part of life’s wishes to be able to know in our hearts that we will be safe and financially secure when we retire, and that we always will be.
And that’s the part I, as a financial wealth coach, play in this important equation.
I offer three programs:
Financial coaching for those who are preparing to retire within the next ten years, or are already retired. Financial coaching for sales people – primarily real estate agents – whose primary income comes from earned commissions, helping them become financially secure.,
And then there are those of you who need a second opinion. Your stock broker, financial planner and insurance agent have weighed in, now is the time to have the whole ball of wax analyzed by a knowledgable third party.
· What percentage of your personal assets should be in Cash? Equities? Life insurance? Bonds? Mutual Funds? Life Settlements? Precious Metals? Real Estate?
· Would a Reverse Mortgage benefit you?
· Would it be beneficial to begin disbursing some of your estate to your beneficiaries in advance of your death?
· How should you prepare for your personal business being properly handled for you when you are no longer of a mind to take care of those chores?
· What is the best way to make sizable beneficial donations to your church?
Tulane University, University of North Texas, Washington University Graduate School of Business, University of North Texas Graduate School of Arts and Sciences, Rice University Jesse Jones Graduate School of Administration, Chartered Life Underwriter (CLU) Full Course Study, American Institute of Banking Commercial Lending Certification
Licenses: Texas Licensed Real Estate Broker since 1966, NASD Registered Financial Principal, Texas Securities Broker (non-active, )Texas Property Real Property Appraisal Arbitrator (non-active)
Marquis Who’s Who in America, Marquis Who’s Who in Finance and Business, Marquis Who’s Who in the World, Marquis Who’s Who in U.S. Real Estate.
Rotary Club, Mardi Gras Knights of Momus, National Trust for Historic Preservation, Preservation Dallas!, World Affairs Council, Live Member - Galveston Historical Foundation, Lake Highlands (Dallas) Chamber of Commerce, Lake Highlands Homeowners Association
Former Adjunct Professor – Economics and Finance.
St. Thomas University, Houston Galveston College, Galveston
Religious Affiliation – Episcopalian.
Saint James Episcopal Church, Dallas
Certified by Texas Real Estate Commission to Teach:
Principals of Real Estate Real Estate Law Real Estate Brokerage
Law of Agency Law of Contracts Real Estate Math MCE Electives
Promulgated Contracts Real Estate Finance Real Estate Marketing
Copyright 2013 – William S. CherryAll rights reserved
There is one life circumstance that is often ignored, but it is a profound reality: The further we get into our own life cycle, the less time we have to accumulate wealth.