The Wealth Coaching Program, utilizing The Investor Coach Approach, is specifically geared to help investors avoid the pitfalls of investing. As investors, it is easy to become overwhelmed and confused by conflicting messages in the media. We may experience anxiety, worry or even complacency about making the best decisions to reach lifelong financial goals. This step-by-step program offers a clear-cut strategy purposely designed to help investors increase peace of mind with regard to lifelong financial matters. This is achieved by building a clearly defined relationship between financial professional and investor. Rather than concentrating on products, short-term return numbers, charts and graphs, this relationship is based on mutual trust and a common focus on discovering and expanding upon the investor`s True Purpose for Money over a lifetime.
There are two portions of the Curriculum for Conscious Investing. As the relationship grows, you will complete all Coaching and Advisory Components.
Coaching Components
Discovering your True Purpose for Money: identify the value you want to express through your use of money
Choosing your Investment Philosophy: clarify a consistent market belief and investment strategy to simplify investment decisions
Defeating your Money Demons: reveal long-held beliefs about money that perpetuate unwanted patterns of spending, saving and investing
Understanding the Dimensions of Risk and Return: deepen your understanding of the academic components proven to be most critical to the long-term growth of your portfolio
Focusing on your Future View: envision your preferred future and develop great goals toward its accomplishment
Examining your Expectations: clearly assess the difference between investment expectations vs. reality
Creating your Core Covenants: learn how to devise meaningful agreements with the most important people in your life
Customizing your Lifelong Game-plan: bring all of your information together to form a solid, comprehensive written document.
Advisory Components
Critical Factors Discovery: clarify the dangers, strengths and opportunities inherent in your personal financial situation
Abundant Cash Flow Retirement Map: specify the financial resources you will need and develop a systematic personal plan to create abundance to last a lifetime
Financial Foundation Formula: develop a well-defined strategy to protect yourself and your family from financial ruin in the face of catastrophic events
Free Market Investing Process: analyze your portfolio to determine the best method to maximize returns while simultaneously minimizing volatility and unnecessary transaction costs
Personal Income Tax Relief System: systematize a plan to minimize the confusion and complexity of ever-changing laws and reduce your personal tax burden
Purpose Based Estate Planning: deliberately prepare for your financial resources to continue to impact the world, even in your absence
Give & Get Strategy: cultivate a structured method that allows you to fulfill on personal goals to make a difference in the community
The entire Wealth Coaching Program is typically completed over 24 months. For more information, please call Matson & Cuprill, LLC at 513-563-7526.
Meet The Coaches
Joseph E. Matson | CLU, ChFC
Joseph Matson, the President of Matson & Cuprill, LLC, holds a number of professional designations, including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Joseph is also certified in Advanced Estate Planning through the American College.
Throughout 38 years working in the financial services industry, he has taught thousands of adult students the principles of financial planning through the Raymond Walters branch of the University of Cincinnati.
He has lectured to physicians and other medical professionals throughout the United States. Specializing in the medical field for 30 years, Joseph helps physicians lower income taxes, increase retirement income and protect their assets from Estate tax liability. His firm is a preferred provider for the Association of Philippine Physicians of Greater Cincinnati (APPGC) and has an office in Palm City, Fla.
Joe has appeared on radio shows and been published in several industry related periodicals, including The Best Investment: the art of applying highly specialized knowledge to meet individual and specific needs.
He served as President of the Lions Club and Kiwanis Club, is a member of Greater Cincinnati Planned Giving Council, on the Board of Directors for Junior Achievement of Greater Cincinnati, and is currently working with the American Cancer Society.
Daniel L. Cuprill | CLU, ChFC, CFP
Dan Cuprill, Managing Partner of Matson & Cuprill, LLC, has been assisting investors since 1994. He started his career in the insurance industry, serving as a Regional Vice President for Chubb Life America and an Assistant Vice President for Chubb & Son, Inc. In 1994, he founded Total Financial Planners in Overland Park, KS, which subsequently merged with Matson Financial Group to form Matson & Cuprill, LLC in Cincinnati, Ohio.
A graduate of the University of Iowa, Dan earned an Master of Management Degree in finance from Northwestern University in Evanston, Illinois. In addition, he holds the professional designations of Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Dan has lectured widely on financial topics, having conducted over 100 seminars to the general public.
