How does the financial education programme work?
The XPonential programme is designed for 18-30 year olds, it is delivered in a one-on-one setting for the most part, and takes about a year to complete, providing that the participants are committed to the meetings and process. A unique part of our programme is that parents also participate in “parent coaching” sessions, helping them with their financial goals and also ensuring they are supporting their children in this process.
What sets you apart from other financial planning companies?
Why would someone pay to train their children in financial skills? Couldn’t you do as good a job on your own?
What do you charge for your services?
How do you measure the success of participants in your XPonential program?
In what ways can we safeguard our estate from marital breakdowns, accidents, and other unforeseen circumstances?
Our family does not see eye to eye on financial matters. Do you have a strategy for bringing family members “on board”?
I don’t know how to begin to teach responsible financial management to my kids because I don’t feel I’m doing a good job myself.
I feel like our family is wasting resources that we’ll need in the future. How can I teach them to value what they have?