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Control AND Certainty for Your Financial Goals
Intentional Financial Strategies
for a Successful Life
We Can Help
+ Grow Your Wealth
+ Minimize Your Taxes
+ Protect Your Assets
+ Maximize Your Retirement
As your financial strategist, I will guide you through every step of your financial life and educate you so that together, we can make wise decisions for your future.
Through education, information, and effective strategies, we will help you achieve your financial goals and chart a successful path.
How We’ll Work Together
- A Straight-Forward Process -
Step I. Get To Know Each Other
We start with a 12-minute call where we learn about your goals, objectives, and concerns.
Step 2. Understand Your Financial Landscape
With a 30-minute call, We will review your financial history to understand where you are losing money or opportunities unknowingly and unnecessarily.
Step 3. Get You Custom Financial Plan
We’ll craft a financial plan for you that will help you keep more, make more, and live more. We will identify areas where you have financial dangers or gaps, and opportunities you should take advantage of.
Keep More, Make More, Live More
Drive Planning is a financial services firm designed to guide our clients through an intentional approach to a successful life.
Keep More
Wealth building is more about what you keep than what you make.
Get Protected From the
5 Wealth Destroyers:
+ Inflation
+ Taxation
+ Litigation
+ Market Fluctuation
+ Devastation
Make More
We will create a plan for you using the same strategies the extremely wealthy have used for decades. We will break those down and explain how they may be applied to you and your financial future to maximize your earning potential while minimizing risk.
Live More
We want to ensure that you’re ready for a wealthy retirement, and that starts with creating a financial plan that will lead you there so that you can retire early and be confident that your money will not run out.
Meet Your
Business & Financial Success coach
Joshua Marshman
Certified Agile Leader | Published Author
“Consistent Strategies
Create Sustainable Systems”
Ready to Unlock Your DREAM?
- Get The Book-
D
Define Your Goals
R
Remove Your Obstacles
E
Enhance Your Strategies
A
Automate Your Systems
M
Multiply Your Growth
“We all face a river sometimes with a promised land on the other side. Crossing the river is the goal, but the stepping stones are the strategy that builds the bridge.”
Free Financial GPS Pro Questionnaire
Would you like to take your financial future into your own hands? Would you like to learn more about your personal and business finances and how to utilize them best?
What My Clients Say
Go from Zero to Hero
with Strategic Coaching
Roger, Tax Firm
I’ve increased my revenue by +25% in 6 months by implementing his strategies.
I have been working with Josh for over a year now. I am amazed at the leaps and bounds that my company and I personally have made. I cannot recommend him enough!
Colby, Realtor
A true jack of all trades! Joshua has been amazing in dissecting both my personal and business goals and putting them in action. He exemplifies great character and wisdom and continues to be a strong force in advancing my day-to-day battles. A great one to have in your corner!
Don’t Know Where to Start?
Get a Free Strategy Call Today
Transform your life into a success story.
Schedule your free consultation call today and
get started on the path towards success!
Book Your Free, No-Risk, Strategy Call
Contact Us
Phone: (704) 240-5364
Email: Joshua@RHCoaches.com
Address: 301 S. McDowell St. Suite 125,
Charlotte, NC 28204