My Team
The 2Inspire team is an exceptionally talented one and I’m fortunate to be surrounded by so many passionate, intelligent colleagues. When it comes to wealth building, I work with people all over the United States and bring my clients the solutions that are the right ones for them. It’s important to understand that we build teams to help clients specific to their needs. We don’t try and fit square pegs into round holes—we work with you, determine your needs and then get you to work with the team or person that’s best suited to help reach your goals.
The first step of our process is a complimentary consultation with me. We can do that in person, on the phone, via Skype or whatever works for you. You can email us at team@2inspireonline.com or call us at 303.362.1952 to take that first step just as quickly as you would like. When it comes to wealth building, time really is of the essence, so hopefully you’re serious about getting started. We are serious about — and confident in — our ability to help.
Some of my colleagues in the wealth building part of the 2Inspire business include some very talented people – here are just couple of them their credentials. This will allow you to get a sense of the caliber of individuals who help me in my efforts to help clients attain their financial goals.
Christopher Koopman, Financial Specialist
NRL Wealth Creation Strategies, LLC.
Most people who are looking to achieve financial success have assembled and A-list team of financial professionals. These advisors usually consist of an Accountant/CPA, a financial professional, an insurance agent, a banker, a money manager, a mortgage broker, an attorney, a realtor and a bank. These individuals are hired to provide guidance in their individual areas of knowledge. The questions that one should ask are; “who is looking at the big picture?”, and “how many times a year do I get together with all my advisors at the same time, in the same room for the purpose of making my financial life more efficient?”.
The fact is people’s advisors are working as individuals, providing advice in their areas of proficiency. The recommendations and financial products they sell are uncoordinated with each other. Without coordination of one’s financial decisions, it is impossible to help maximize the performance of one’s assets. Without an integrated strategy and process around those advisors, you are not positioned to make the best possible decisions for you and your family.
Acting as a Financial Specialist, I coordinate all the advisors and financial products that one has already in place, to work together in harmony, creating more efficiency, reduced risk, increased wealth and protection. This is accomplished with no additional out of pocket outlay, or change in lifestyle.
By working with a Financial Specialist, this brings a completely objective, and systematic approach to the table. As a result, your financial decisions are made with a complete understanding of your entire financial position, and not based on the performance of financial products alone.
Please Note:
Christopher Koopman is a Registered Representative of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004. Securities products and services offered through PAS, 1-888-600-4667. Financial Specialist, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. NRL Wealth Creation Strategies, LLC] is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.© Copyright 2005-2010, The Guardian Life Insurance Company of America
The financial representatives of NRL Wealth Creation Strategies, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Madelyn Harte at 516-334-4900 ext. 230.
Aileen Miga, Certified Financial Planner
Aileen Miga is a Certified Financial Planner, Money Coach and my Co-Author for the book Inspired Wealth: Financial Leadership for the 21st Century. Inspired Wealth is a book and now a money coaching program that provides a framework for using money intentionally and teaches a new ‘financial intelligence’ that penetrates to the heart of the money issues in our lives. Working with individuals and families for the past 10 years, Aileen teaches that just as you can’t grow a business without growing a business owner, “YOU CAN’T GROW YOUR WEALTH WITHOUT GROWING YOURSELF.”
As a Financial Planner and Money Coach, Aileen works with our team and our 2Inspire clients to integrate life and business coaching into the financial planning process. Her clients are learning to use money intentionally, with meaning, purpose and direction to create the fulfilling lives they desire.
