Welcome!
Over the last thirty years, I have been helping women get out of personal and business debt. Today, as a Financial Coach I am committed to helping women become financially savvy and secure.
Hello, my name is Kate Walsh, and I am a Financial Coach! My company, The Success Alliance is focused on helping women obtain the financial knowledge they need. The Success Alliance has been so successful with its programs that we have decided to share our techniques, by creating a Blog that offers weekly tips, online workshops, and webinars.
Our intentions are to reach more women, who are serious about having more money to save and invest.
As you know, debt is the single biggest problem we have in the financial stability of this county. The problem with debt is that it prevents you/us from saving or accomplishing our financial goals, which, will impact your ability to retire, buy a home, purchase a car, or save for your children’s college; it even impacts your quality of life.
Yes, everyone has debt and some debt you just have to recognize as part of our daily life. The gas and electric bills, your phone expenses and of course taxes are all part of the debt we will have as long we are alive. What I am talking about is credit card debt and living beyond our means.
I’d like to share a story that will give you an idea of how we change lives.
Three years age, a young women came to me for help with a dilemma on how to handle an investment she owned with her former husband. The issue was that he wanted them to keep the investment the way it was. Mainly because it had lost half its value, and his stockbroker asked him to “stay the course”. My client wanted to know if she had any other options. After much research, it was decided that she should take her percentage and place it in a secure growth product. She did, and three years later, her investment has grown over 20%, and her ex-husband has lost his entire investment. Avoidable outcome, yes! This is a sad scenario that I hear more often that I’d like to admit.
Below are a few more comments from the people we’ve helped.
Testimonials
Getting What We Really Wanted
“Kate helped my husband and I with looking at our financial picture and products. We immediately saw that we could be doing better investing and get an alternative insurance product that will give us “not only insurance, but also assurance” in the future. In fact the insurance product Kate told us about is exactly what we were looking for several years before and told it was “not available”, now we have access to what we want.
Kate consistently approaches each individual or couple with the “basics” and the “creative” that we all need. As I once mentioned to Kate, I think this is all very important, I just did not know what to look for or how to get what we wanted. Kate knows! So now we know. Thanks, Kate!”
Kathryn and Jerry Ferrell, Professional Design Services, Fallbrook, CA
It’s Better Now!
“My husband, Brian, and I had the pleasure of meeting Kate Walsh when we were in San Diego earlier this summer. I immediately connected with Kate’s warmth and positive outlook. I soon learned that Kate did financial consulting and she has done a lot of work with couples regarding their financial health. This was a real hot button for me.
During our 29 years of marriage, Brian has taken care of most of our finances and I’ve always worried that I should be more involved in case I outlive him! Kate addressed our concerns and has helped Brian and I to review our shopping and spending habits and find ways to use our money more efficiently given our individual situation, which includes our two children attending college, one out-of-state.
Although Brian and I reside in Minnesota, Kate has kept in regular contact with both of us via email and she continues to give us homework and encouragement to continue our path toward a well-funded retirement.
I highly recommend Kate Walsh to couples, individuals going through a divorce, and single men and women of any age.”
Sue McMorris, Senior Paralegal, Minneapolis, MN
FREE SPECIAL OFFER: If you would like to take our life changing “knowing your money style” process, please email me at kate@wisewomenandwealth.com. I will email you the process and directions.
Read more comments about us.
Cleared the Way to Grow My Business
“I have been working with Kate Walsh for a few years. During that time I have watched her business grow and change to provide the fabulous information she is always updating. Her passion for my success surpassed any working relationship expectation. Through her guidance and advice I have a clear vision of where I want my business to be.
Kate helped me see a larger picture for my life and business. As my financial consultant and coach, I know she has my assets covered. I am free to explore the possibilities for my future with a positive outlook and outcome. I would recommend her, and have to my best friends.”
Patricia Bean, Professional Photographer, Poway, CA
Moving Money Made More Money
“I just want to thank you for your professional help in moving my money to a better investment last year. I finally saw good growth after years of losses! I appreciate what you do, how you handled the money and me, and look forward to a better retirement”
Terry Cornelius, Feng Shui Consultant, Fallbrook, CA
Now I Have More Confidence
“I would love for you to know how magnificent it has been to work with Kate Walsh as my financial advisor. I am blessed to have her on my financial team as she has been an advocate, support and hand holder (which is what I needed) as I walk my financial path, emotionally, spiritually and of course, on the ground level.
I feel more confident and have a better understanding of how to work with numbers and how numbers can work for me. I have a less emotional attachment to business and more understanding of how to play the numbers game. My bank accounts continue to expand as does my mind and my pocket-book to fit the abundance of the universe.”
Holly Steele, Holistic Healing Practitioner, Fallbrook, CA
Kate Walsh, and The Success Alliance has provided me with a basic platform for understanding and analyzing my personal finances. From attending their seminars, I’m learning and discovering new ways to not only increase my financial portfolio, but more importantly to protect it. In these financially troubled times, knowledge is power.
Betty, Fallbrook, CA
The Success Alliance has wonderful people to work with. They not only have a high level of integrity and passion for what they do, but they’re also thorough and knowledgeable. I would highly recommend them!”
Felena Hanson, WGN – San Diego, CA
Stayed tuned for our weekly Tips and upcoming workshops. If you would like more information on our Programs or Private Coaching, please call 760.716.1505 or email at kate@wisewomenandwealth.org .
Regards,
Kate
The past will continue to be your future if you drag it along with you…
“Why” I do what I do. To help women achieve Financial Freedom.
I have been helping women with their financial issues, for many years. And, the biggest and most pervasive money issues I deal with are the stories my clients have around money. And, the sad fact is, if we don’t deal with our financial stories, you are destined to repeat these habits, behaviors and beliefs over and over and over, at nauseam. The fact is at some point you will give up trying, and accept the outcome of a life that is less lived. Your settle and choose the status quo, instead of your dreams and desires.
Whatever your story is about money all those; be it “there isn’t enough, or the “if only’s” stories. There are thousands of stories we tell ourselves, and I’ve heard almost all of them.
Many of these were pre-recorded messages that a family member passed along. Which has nothing to do with your belief’s. But, here you are building your life on some eles’s story. My Wish for you is that you figure this out, before you reach that point of no return, and poverty is the life-style you will face.
Being financially free takes courage and discipline, and it isn’t hard to achieve. The truth is your financial future has been in your hands or you’ve turned it over to someone who maybe just a confused as you. The fact is “you either do or you don’t” your financial success depends on your willingness to find the courage to change and ask for help.
How courageous are you?
What Success Alliance is offering are workshops and private Coaching to help you overcome the Financial Stories that are keeping you from claiming your dreams, wishes, intentions and goals. No matter where you are in life-You can be rich on any income and finish rich than you dreamed possible.
It is a fact, if we were to sit down and be completely honest with ourselves, we find that 90% of your problems can be fixed with a new money attitude. This is why “getting out of and staying out of debt” is the critical first step, to your financial success.
This first step to understanding your relationship to money, is to know the “why’s” of your money attitudes.
- Step One – In the Personal Financial Freedom Program. You will uncover and identify the stories and the patterns that have kept you from accomplishing your money goals.
This is done by a simple process called “Your Money Personality”. The results give you an idea of how you think about money.
- Step Two – Is discovering your unique Money History.
This process shows us at what age you began to learn about money and the people who influenced you. These two simple processes are designed to help you re-frame your attitudes, behaviors and beliefs, about you and money.
- Step Three – Is a process on learning how you use/spend money.
- Step Four – Is the process of getting you out of debt and developing budgets that work.
Once these Steps have been accomplished, you will start to build your savings program. and determine which types of investments will work best for you.
NOTE: All of the financial advisors and our outside resources are the best in their industry and they are committed to making a difference in your financial success, too.
If you want to uncover the stories about “why” you don’t have money in your life, then join me at “A Women’s Forum” on 16 June 2012. Please visit www.awomansforum.com for more information.
If you want to “get started” with your Personal Financial Master Programs, please call me at 760.716.1500 to get started fulfilling your dreams of financial success.
Blessings,
Kate
Get out and Stay out of Debt 