Insight Financial Group

Description

Peter Cole, Chartered Financial Consultant Karla Brown, Customer Service Manager Waiting Area

Insight Financial Group True Self True Wealth Financial Planning At Insight Financial Group, our goal is to help you become empowered, confident and successful in the financial dimension of your life. We provide holistic financial planning services to people who demand more from their financial consultant than a “one size fits all” approach. Our services include: Portfolio management Retirement planning Estate planning consultation Life, disability and long term care insurance To accomplish this, we take a multi-dimensional, holistic approach to Money Work. Peter Cole is a  Chartered Financial Consultant who greatly enjoys helping his clients navigate the challenging world of personal finance. Peter is a strong advocate for his clients. He understands what it takes to create financial success, and he is fully committed to helping each of his clients achieve their financial goals. As a client of Insight Financial Group, you will gain: A clear picture of your current financial position and the steps needed to move toward the financial future you want. A financial plan uniquely suited to your individual life situation. Regular personal meetings that provide encouragement and allow for updating your plan as your situation changes. Financial Psychology Consultation. To deal effectively with money, we must “clear the decks” of old baggage carried over from our early experiences. Daisy Reese* is the Family Consultant at Insight Financial Group. She is a licensed psychotherapist who has been in practice for over 25 years. She has helped hundreds of clients reach new levels of self-awareness and empowerment. Daisy focuses on helping clients resolve the issues that block them from achieving financial stability and success. She offers an approach that can help you: Recognize where you are “stuck” about money. Understand and release the negative money patterns you may have inherited from your family of origin. Learn new, more effective ways of dealing with the emotions that arise around money. Improve your communication and ease conflicts with partner and family members around money. Working with the Soul of Money.  Money is a form of energy. The more effective we are at working with our own energy, and finding our purpose, the more effective we will be in dealing with money. Working with the soul of money includes: Clarifying your goals and values Defining your purpose in the world and learning how to make your contribution Finding your own definition of wealth and success Learning to value your own worth and hold expectations of just reward Balancing giving and receiving in a way that nourishes you A Strong Base of Operations. Peter Cole is proudly affiliated with Securities America and Securities America Advisors to provide financial planning resources for our clientele. Securities America is one of the nation's largest and most successful independent general securities broker/dealers. Please call (916) 444-1122 to schedule a free initial appointment. *Daisy Reese does not provide financial planning advice. All financial planning is provided by Peter Cole, ChFC in association with Securities America Advisors. Peter H. Cole, ChFC, Director and Financial Services Specialist, Insight Financial Group, 2011 "P" Street, Sacramento, CA 95814, Phone 916-444-1122, Fax 916-553-4373. Securities through Securities America Inc, a registered broker/dealer, member FINRA/SIPC, Peter Cole, Registered Representative. Advisory Services Through Securities America Advisors, an SEC registered Investment Advisory Firm, Peter Cole, Investment Advisor Representative. Insight Financial Group and Securities America Inc are not affiliated. CA Insurance Lic. 0D0493

Daisy Reese, LCSW, Financial Psychology Consultation Peter and Daisy's Two Books: True Self True Wealth and Mastering the Financial Dimension of Your Practice Peter's Office

Program

The emerging field of Financial Psychology is quickly gaining ground in academia, the mental health fields, and the field of professional financial planning. Peter Cole, LCSW, ChFC brings expertise as both a mental health professional and professional financial planner. Peter is an Assistant Clinical Professor of Psychiatry with the University of California Davis School of Medicine and brings many years of experience to Financial Psychology consultation. *Daisy Reese LCSW brings to bear many years of experience as an individual and couples therapist and businesswoman. Peter and Daisy utilize the emerging body of research in the Financial Psychology field to provide their clients with quality consultation. Peter and Daisy are a married couple with five children.

In Financial Psychology Consultation we address emotional and relationship/communication issues as they relate to finances. We help individuals, couples and families address the emotional issues that lay the groundwork for positive financial decisions. The kinds of issues we address include

• Financial Communication for Couples
• Identifying and Working through your Money Script
• Resolving Family of Origin Money Issues
• Intergenerational Issues around Stewardship of Family Financial Resources
• Resolving Family Financial Conflict

 We can help you with your money challenges.

Who we are...

Peter Cole and Daisy Reese are the developers of True Self True Wealth. They have developed a unique and highly effective approach to money mastery through their innovative seminars, financial planning and financial psychology consultation.

Peter and Daisy are the authors of Mastering the Financial Dimension of Your Practice: The Definitive Guide to Private Practice Development and Financial Planning published by Brunner-Routledge in July, 2004 & chosen as the Main Selection of the Behavioral Science Book Club in March 2005.

Peter and Daisy are the authors of Mastering the Financial Dimension of Your Practice, the first book of its kind on finances for mental health professionals.

Peter and Daisy are much in demand as presenters and workshop leaders across the country and internationally. Between them they have a half-century of experience in working with investments and the emotional side of money - Peter as a Chartered Financial Consultant and Daisy as a consultant and psychotherapist.

Peter Cole has a Masters in Social Work from Bryn Mawr College and obtained his Chartered Financial Consultant certification from American College in Bryn Mawr PA. Currently he is an Assistant Clinical Professor at the UC Davis School of Medicine, and his class, 7 Steps to Financial Well-Being is a perennially popular offering at the Learning Exchange. He has studied and taught Gestalt Therapy in Europe and the U.S., and serves as a board member and treasurer for the International Association for the Advancement of Gestalt Therapy. Peter has served on the board of directors for Jewish Family Service of Sacramento. He is active in his synagogue and brings a sense of tikkun olam or "healing the world" to his work with clients.

Daisy Reese has a degree in psychology from Vanderbilt University and an MS from the University of Texas. She has been a practicing psychotherapist since 1978. As an entrepreneur/small business owner, she has developed a particular interest and expertise in helping women empower themselves in the financial arena. She is a Certified Group Psychotherapist, a board member for the Northern California Group Psychotherapy Society, a Clinical Member of the American Group Psychotherapy Association and the California Association of Marriage and Family Therapists. She is a longtime student of Sufism and carries a flavor of "soulwork" into her practice.

Peter and Daisy lead retreats on financial psychology in Europe and throughout the U.S. Peter is the author of numerous articles on various aspects of Gestalt therapy, and financial psychology. He publishes a monthly column on money issues and how to resolve them, which is carried by a number of clinical association publications across the country.

Please call 916-444-1122 to schedule a free initial appointment.

Peter H. Cole, ChFC, Director and Financial Services Specialist, Insight Financial Group, 2011 "P" Street, Sacramento, CA 95814, Phone 916-444-1122, Fax 916-553-4373. Securities through Securities America Inc, a registered broker/dealer, member FINRA/SIPC, Peter Cole, Registered Representative. Advisory Services Through Securities America Advisors, an SEC registered Investment Advisory Firm, Peter Cole, Investment Advisor Representative. Insight Financial Group and Securities America Inc. are not affiliated. CA Insurance Lic. 0D0493