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  • Financial coach
  • Facilitator
  • Trainer
   
   

 

Dan Clark has been involved in the financial services industry since the 1970s. His coaching tendencies began to show in the sixties when a friend in the service had money troubles and turned to Dan for guidance.

When serving as a credit union CEO, the strategy of his and other credit unions shared strong desires to educate their members and local consumers. A group of them formed the Credit Union Partnership for Informed Consumers. The Partnership sponsored public seminars, and a weekly talk radio show that focused on personal money management. As the show's most frequent host, he interviewed financial planners, insurance professionals, investment advisors, and authors of books on personal money management topics.

There's a national movement for financial literacy on in the 21st century. By necessity, financial literacy must lead to increased savings in order to help save the American middle-class, the backbone of the U.S. consumption-driven economy. Dan believes that now is the time that people who live paycheck-to-paycheck are becoming aware of the value of personal coaching as a way to get to the root of their beliefs and attitudes about money and wealth, so they can make needed changes and begin building wealth.

Dan's focus is to educate consumers to the value of coaching in reaching their financial goals. In addition, he focuses on educating and coaching professional coaches to meet this emerging demand.

 
   

 

 
     
 

Rev 5-15-08  © 2007, 2008 Dan Clark Associates, LLC