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Comparison Chart Wealth Manager & Brett P. Phillips as a Financial Master Coach

Certificates and Registrations Highest Rated Most Review Financial Coach in Tulsa OK Copyright Certificates and Patent Awarded to Brett P. Phillips

FAQ

What does the life changing course focus on for Brett’s clients?acndistribution2026-07-17T15:16:55+00:00

What does the life changing course focus on for Brett’s clients?

Appreciating assets.

A customizable financial command center in one dashboard so clients can achieve:

organization of their main components in a financial plan to use monthly, avoiding “blind spots”
prevent not adequately understanding or regret about delaying a successful investing journey
a comprehensive financial plan with a monthly strategy
eliminate anxiety
their savings goals faster, prevent loss of opportunity costs regarding achieving savings goals with appreciating assets

Debt Questions. Does the course focus on getting out of debt with gazelle intensity?acndistribution2026-07-17T19:25:27+00:00

Debt Questions. Does the course focus on getting out of debt with gazelle intensity?

No. The course does not focus on getting out of debt with gazelle intensity. Ramsey Solutions does an amazing standard setting job at this objective. Economics, Inc. and Brett focus on increasing appreciating assets.

What is Brett Certified to Teach and Coach On?

Click on ‘Economics, Inc. | Certified Financial Master Coach’ by my name below to view my certification.

I help each client customize a plan designed to increase appreciating assets.

Create and customize your Personal Financial Command Center™

Develop a plan to increase appreciating assets

Organize the main components of your financial plan on one dashboard

Calculate and improve your expense-to-income ratio and your net worth with P8 Cognitive Reasoning

Track progress toward your financial and giving goals

Review investment return scenarios

Brett P. Phillips, Economics, Inc. | Certified Financial Master Coach

Below are the topics I serve precious people with the heart of a teacher and a results-oriented coach with accountability.

1

Investment Strategy
2
Estate Planning
3
Retirement: Traditional IRA, Roth IRA, 401k
4

Mutual Funds, ETFs, Stocks, Bonds, Annuities
5

Mortgages, Real Estate, REITs
6

529 College Savings Plans, Education Savings Accounts (ESAs)

What Economics, Inc. and Brett Does NOT Provide?

Economics, Inc. and Brett does NOT provide the following products or services. We suggest you consider a licensed expert who is highly recommended by at least five professionals and has an outstanding 20 year track record for the following services.

1

Manage investment portfolios
2

Buy or sell securities for clients
3

Take custody of client’s portfolios
4

Sell insurance policies or receive insurance commissions
5

Represent clients for their legal and financial affairs with the IRS or any other party