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Bill Donaldson - Donaldson Financial Wellness Network, LLC

Realize Your Potential

After nearly twenty years in financial services, I felt that there was a major piece of the puzzle missing from traditional financial planning. If people are struggling in other areas of their lives, it creates an obstacle to achieve success in their finances. Based on this premise, I founded Donaldson Financial Wellness Network, LLC so that I could pull together professionals from all areas of life – financial, emotional, physical, spiritual – and help my clients realize their true, unlimited potential.
 
If you are seeking more than just financial advice and you would like a dedicated partner to help you achieve all that you were meant to be, please call today to arrange for a consultation to discuss how I might be able to assist you.

Conoce al entrenador

BILL DONALDSON, CFP®, is the founder of Donaldson Financial Wellness Network, LLC. located in Westport, CT. In addition to the Certified Financial PlannerTM designation, Mr. Donaldson is also a Certified Money Coach. Bill has advanced training as a divorce mediator and as a financial specialist in the collaborative divorce process. He completed the Master of Science in Taxation (MST) program at the University of New Haven in 2010 and lectures nationally on the topic of divorce finance and taxation.
 
His passion to help people was initially realized in a fifteen year career as a police officer, most of which was served as a CT State Trooper. He retired from the State Police in 2002 to turn his part-time financial advisory practice into a full-time second career.
 
Bill has led many leadership positions in various professional organizations including director, treasurer and co-president of the CT Council for Non-Adversarial Divorce, President and co-founder of the Collaborative Divorce Team of CT, director of the Association of Divorce Financial Professionals, and is currently serving as the membership chair in the Westport chapter of the National Association of Divorce Professionals.
 
He currently lives in Newtown, CT with his wife Kristen and son Robby.In his spare time Bill is an active leader in his local and regional cub scout organizations and serves as treasurer for Two Coyotes Wilderness School. He enjoys spending time in Vermont with his family at their rustic cabin in the woods.

Newtown, CT
Estados Unidos

bill@nullDonaldsonFWN.com
www.donaldsonfwn.com

Servicios

El proceso básico inicial de cuatro pasos

El coaching individual de dinero está diseñado como una forma positiva y productiva de explorar, descubrir y transformar sus patrones inconscientes y comportamientos en torno al dinero que evitan que tenga éxito. A través del Proceso Básico de 4 pasos exploramos juntos su Biografía de dinero, identificamos de quién heredamos patrones (tanto positivos como negativos) y cómo manejar sus influencias. Luego determinamos cuáles de sus dones, talentos y habilidades son más valiosos para usted y cómo aprovecharlos para lograr su máximo potencial. El proceso de coaching de dinero es altamente experiencial y durante estas sesiones aprenderá cómo está "cableado" en torno al dinero de maneras que generalmente no son totalmente conscientes. Al final de la cuarta sesión, comprenderá claramente sus patrones básicos de dinero y su origen, y puede comenzar a trabajar en su "Plan de acción de coaching de dinero".

Plan de acción de coaching de dinero

El cambio de cualquier tipo solo puede tener lugar bajo ciertas condiciones. En Money Coaching, estas condiciones son triples:

1. Una comprensión y un nuevo nivel de conciencia de cuál es el problema o problema
2. La voluntad de cambiar, que literalmente implica hacer algo diferente a lo que hemos estado haciendo previamente
3. Implementar nuevas estrategias y acciones para el cambio

Coaching continuo: soporte y responsabilidad

Como su asesor financiero, trabajaré con usted continuamente para apoyarlo y ayudarlo a mantener el rumbo y la responsabilidad de crear los cambios que desea.

Una de las creencias centrales en Money Coaching es que la conciencia debe ser seguida con la acción para que ocurra un cambio significativo. Me comprometo a trabajar con usted de forma continua y me considero un socio en su éxito. Los programas de soporte y coaching continuos están diseñados para su necesidad particular. Esto se puede lograr en una serie de sesiones semanales o quincenales para ayudarlo a implementar los cambios que desee.

Aprender sobre los ocho arquetipos de dinero es una forma dinámica y emocionante de tomar conciencia de los patrones y comportamientos subyacentes en torno al dinero.

Estos Arquetipos están presentes en todos nosotros. Tomará un cuestionario sobre el tipo de dinero y analizaremos la combinación única de tipos que están actualmente activos en su vida, que son beneficiosos y requieren atención para crear la combinación correcta de factores que lo ayudarán a avanzar hacia la prosperidad y la prosperidad. una vida más útil

Whether you’re going through divorce, loss of a loved one, retirement or change of carreer, there are a lot more than financial issues happening in your life. It’s a challenging time and sometimes making important financial decisions is especially difficult.

With nearly 15 years of specializing in financial transitions (mostly divorce), I’ve helped many individuals transition to their new life by offering compassionate, supportive advice that’s always in her or his best interest as well as providing resources to other areas beyond my expertise.

As a Certified Money Coach, I also help people in transition face their fears around money which often times are surfacing after a long, dormant period. Being thrust into making financial decisions during and after a major transition can be a serious challenge. Uncovering where those fears are coming from is the first step toward transformation and empowerment.

Designaciones y Asociaciones

If you are ready to go beyond traditional financial advice and strive for financial wellness, please contact me today for a consultation.

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