Meeting Sponsor for Nov. 14, 2011

John B. Kelly, The Investor’s Caddie Inc.

What is your value proposition?  Have you, members of your family, your business associates ever asked the critical questions which determine your true direction.

What is most important to you about success?  Money?   You might find that there are things more important to you than just money.  At the Investor’s Caddie, we are dedicated to helping you discover that meaningful path.  Once you have determined what that is, we coach and advise you regarding the most efficient and effective way to reach your goals.

We help you get YOUR FINANCIAL HOUSE IN PERFECT ORDER AND KEEP IT THAT WAY!   You then are free to pursue those things most important to you, your family and business.   You can set yourself free to enjoy travel, recreation, family and health.  As coach Sochor shared with us today, once we know our direction and can eliminate the negatives, we can optimally perform, managing on our own set of values.

What is your true value proposition? The Caddie invites you to take 20 minutes to visit about making things much more clear in this volatile economy. Our system reverses the normal planning process to get at your concerns in a meaningful and comfortable fashion.

Ask for a complimentary copy of my book, Values Based Financial Planning.

Investorscaddie@gmail.com  or 916-296-9019