Basic Information
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Company
Entirety Wealth Solutions -
Phone
952-777-3750 -
Mobile phone
651-335-5644 -
Email
kerryedwards@entiretywealth.com -
What is your "why"? Why do you do what you do?
Many people find financial planning overwhelming and intimidating. Wealth Coaching can provide much-needed guidance and reassurance, helping clients navigate the complexities of financial planning and make informed decisions. Preparing you for the truth, and the truth is uncertainty. When it comes to financial implications, our team prepares our clients for the possibility of a long life or a life that is prematurely shortened; a healthy life or one that isn’t; good times and strong markets or hard times and weak markets. We can’t predict the future, but we can help our clients prepare for the future. -
About me
I serve as Entirety Wealth Solutions Wealth Coach/Business Development Partner. My wife, Deborah continues to work for Saint Thomas Academy High School & my daughter, Elerie, is 9. Elerie is in third grade at Visitation School. She plays basketball and has been in club swimming this year. My favorite vacation destination is Seaside, Florida. By now, most of you have heard of our 360-Approach to your financial health. Creating a Life Plan that considers not only goals but also personal values, relationships, and overall well-being. We aim to be focused on your personal story and motivations—and secondly, making the numbers work. Those stories are from the past, the present, and the unpredictable future. My family and I continue to reside in Apple Valley with our two dogs, Rose, and Elsa. I grew up in Rochester, MN. My previous roles include working in the NBA, WNBA & University of MN Athletics department. -
Profession
Financial Planning -
Title
Wealth Coach -
Hobbies and interest
Making craft cocktails; Old fashioned and Manhattan are my go to! Visiting new restaurants with my wife. Traveling to Seaside/Watercolor Florida. Golf when I find the time. I also enjoy coaching my daughters basketball teams. -
Website
https://entiretywealth.com/ -
Unique Selling Proposition
Preparing for the Certainty of Uncertainty.
We realize that your financial needs and goals will change as time goes on. Our team will conduct regularly scheduled coaching sessions to keep your wealth plan aligned with your priorities, goals, values, and dreams.
Contact Information
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City / Town
Shakopee -
State
MN -
Zip
55379 -
Country
United States -
Special offers to the group
First visit is always complimentary; a mutual fit assessment of each other. -
Facebook Business Page URL
https://www.facebook.com/entirety.wealth.professionals -
LinkedIn Profile
https://www.linkedin.com/in/kerryedwards/
Education
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College / University
Saint Mary's University of Minnesota -
Graduation Year
2004 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What are my options for my 401(k) and other retirement savings?
Can I fund all my goals without running out of money?
What can I do to prepare for my retirement? -
Describe How You Would Like To Be Introduced Via Email
A big part of our job is to coach our clients to make rational decisions in the presence of competing and difficult to deal with emotions. Our focus is on delivering holistic, objective, and proactive advice, which distinctively positions us to act as your trusted advisors — guiding you through life’s most important financial decisions.