Providing Professional Financial Coaching and Consultative Services
We want to help you reach your financial goals!
From the small business owner to the average family, making good financial decisions can be tough. After many attempts to “succeed” you may be discouraged by what you feel is your financial reality.
My name is Phillip O. Thomas and I’m a Licensed Financial Advisor and Coach at PTM Resources. From education to accountability,we’ve got your back and we’re excited and eager to guide you as you take control of your financial future!
We strive to carry out our mission statement -
To provide professional financial coaching and services to the entrepreneurial individual, corporate leader, organizational leader, and families with a one-on-one simple Financial Need Analysis leading to a realistic solution that will assist in protecting and securing your financial future.
We know changing your path is possible because we’ve done it before.
However, the process starts with YOU. Being committed and having a real desire to make positive changes to the way you view money, assets, and liabilities is a must. That starts with you doing a few key things:
Believe it.
It is important to BELIEVE that you are going to grow from where you currently are. It is of course easier said than done, but that’s where PTMI comes in. The reason we start all of our client relationships with a Free Confidential Consultation is so that we get to know who you are and what’s important to you. Sometimes belief heightens with confidence that you are on the right track. We pride ourselves in being able to provide the tools that will give our clients the confidence needed to belief in the mission they script for the desired success.
Build it.
Engaging with a financial coach is helpful but it does require some work on your end. Knowing what’s important to you, setting SMART goals, gathering accurate data and presenting a complete financial position will take time and effort to execute effectively. It is important to BUILD a plan that continues to serve as a foundation and road map for your newfound path. Our goal at PTM Resources is to guide you through education, proven principles and processes that will support your results driven structured lifestyle.
Grow it.
Once you’ve conquered your immediate goals, it is important that you continue to be consistent and GROW. Whether it be cutting back on certain things or pursuing possible business ventures, it is important to continue to GROW. PTM will continue to empower you to challenge current performance practices, implement necessary changes and processes to ensure that relevant, innovative ideas and best practices continue to produce winning results. We are dedicated from the beginning of your journey and beyond!
What makes us different?
We can provide coaching and consultation in both financial services and life skills. We provide cutting edge insurance products, as we partner with world-class companies that can address age and health issues, which may be an insurable factor. Our professional license allows us to submit cases to the industries best financial service providers to meet the ever changing and challenging needs that we uncover in our financial needs analysis phase.
