Mr. Rattiner can train your entire team to conduct financial planning engagements in a unified, logical, and company beneficial approach to satisfy the needs of the organization and of its clients.
Mr. Rattiner is a seasoned financial coach who works with clients to help them achieve their financial goals. He understands that each client has unique needs and aspirations, and he customizes his coaching sessions to meet their specific requirements. Jeff believes that successful financial planning requires a strong partnership between the coach and the client, and he is committed to providing a supportive, collaborative, and non-judgmental environment where clients can openly discuss their financial goals and challenges.
Mr. Rattiner's financial coaching sessions are designed to help clients determine their financial goals and create plans to achieve them. He starts by conducting a comprehensive financial review, where he analyzes the client's current financial situation, identifies areas of improvement, and recommends strategies to achieve their financial goals. Jeff also provides guidance on investment planning, estate planning, retirement planning, tax planning, and insurance planning to help clients build a solid financial foundation for their future.
Mr. Rattiner's coaching sessions are interactive and engaging, and he uses a variety of tools and resources to help clients understand complex financial concepts. He provides ongoing support, feedback, and accountability to ensure that clients stay on track with their financial plans and achieve their goals. Jeff's clients appreciate his practical and down-to-earth approach and his ability to explain complex financial concepts in simple terms.
Whether clients are looking for a one-time financial coaching session or ongoing support, Jeff is the go-to expert for financial planning. His coaching services are available in-person or virtually, and he is committed to providing high-quality, personalized coaching to help clients achieve financial success.
"Jeff Rattiner's Fast Track Class was just what I needed to pass the CFP® exam. Jeff's knowledge and insight were beneficial in helping me understand each concept. His class does an excellent job getting you ready for the exam by using great textbooks and daily quizzes. I would recommend anyone wanting to get their CFP® designation to attend Jeff's classes."
Enterprise Relationship Manager
"Jeff came so highly recommended it was a lot easier for me to justify flying from Des Moines to spend four days in Denver away from my family and job. I left the Fast Track classes after the four days with a clear understanding of how the test would operate, what I needed to focus on personally, and a structure of preparation that gave me confidence to succeed. Above all else, Jeff's class helped me to respect the test! If you trust his process and do the work you know you need to do, Jeff's guidance will make sure you only have to do the work once!"
Geoff Murtha, ChFC®, CLU®, Principal, Des Moines, IA
"With just under two months to formally prepare for my CFP® exam, enlisting the help of Jeff was a terrific investment of both my time and energy. As someone that learns best through real life application and scenarios - I was delighted by the stories and cases Jeff shared with our group, as those moments of his career helped bring concepts to life. This class was a great barometer in identifying where my knowledge was sufficient, and where I could stand to improve the most.
A big thanks to Jeff and best of luck to future candidates!"
Mark Anthony Weldon
"The Fast Track course was invaluable in preparing for the CFP® exam. In addition to the method and style used in your class there were practical examples and real world issues that can be put to use with our trust and investment clients. Finding your process after starting a self-paced program was a life-saver and I recommend to all considering the in-person approach with class and peer discussion. Thanks for everything."
Alpine Bank Wealth Management
"I had the privilege to take Jeff's Fast Track CFP® review two weeks prior to my test date. I couldn't be happier with how the class was structured and the topics it touched on. It gave me the confidence and knowledge needed to push through the final two weeks prior to my exam. Jeff's class is straight forwarded and he will not beat around the bush which is what I wanted.
Huge shout out to Jeff and all of his knowledge. Hands down worth every minute and proud to say I will be putting on my letters soon!