The Story of Harry Pt 3

As I’m dealing with clients, and promoting our website with Google ads and other content, it came to me one day to offer settlement coaching services.  I make a mental note of such inspirations and watch for some signs of confirmation.

That leads me to Harry.

We spoke again.  The first words out of his mouth was “Steve, your information was GOLDEN! The more I face the more confident I am.  I can’t believe it was so hard to get answers from tax professionals, I feel like they are all snake oil salesmen trying to grab at my money.”  

His words, not mine.

He mentioned that he filed his offer in compromise but had some complications with taxes he owed for last year (which he hasn’t filed yet).

He said to me, “Steve, based on what I learned from your course, I think I know what I should do but I want to confirm it.  Can I pay you for an hour or two of your time to COACH me through it.”

There was my answer, and so the Settlement Coaching Services offering is being launched, as time permits.

Here is how I’m thinking it will work:

• This is not about me settling for you or anybody else.  This is about being a sounding board, and a strategic partner in your defense and settlement

• It is vital that you go through the entire course, fill out the calculator and work out your settlement numbers before you talk.  Before we talk you should be 75% or more on your way.  In fact, the vast majority should never need to speak with anyone else again, as the information is that clear

• An hour or two max is all a person should need over the course of settlement.  I will bill out in 30 minute increments as long as I have the time

Harry ended the call by saying, “Steve, I’m so relieved that I have you available as a resource.  I just want to reiterate that your entire course has been such a blessing to me.” 

Again, if I only wrote it for him (which I didn’t), I would be so satisfied.

I remember the fear.  I remember how alone and stuck I felt.  I remember how I felt like it was me against the world with nobody on my side.

I remember how frustrated I was with the people who said they would help me, and how delegating my financial future to people who really  didn’t care left me feeling even more powerless.

I also remember how relieved I felt when I had a plan and a solution.  I remember how empowered I felt when I was speaking with the IRS, negotiating with them and working down to my final number.  I remember being certain that my money was safe because I employed strategies to protect my assets.

I remember the miracle of settling myself.

I remember and it is my joy to offer the same hope to others!