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Building Wealth, Building Leaders, Building Futures
ModernWealth
Concepts
Executive Services
7 Habits of Highly Effective Women
Highly Effective Women
Understand the extremely critical interplay
between career satisfaction, work-life
balance and financial preparedness
Don’t pursue success in one area at the
expense of another
Personal Effectiveness
3 Areas of Focus
Synergy vs Sabotage
Leadership & Career : Work/Life : Personal Finance
7 Habits of Personal Effectiveness
She:
❖ Selects Tribal Support Carefully, Mentors & Coaches
❖ Lives by Clear Boundaries
❖ Focuses Relentlessly on Personal Finance
❖ Knows her “Fit” – Ideal Employer Profile vs Type Preference
❖ Identifies & Sets Professional Stretch Goals but knows her
Limits
❖ Commits to Career Goals & Objectives that Direct her Daily
Behaviors
❖ Takes a Unified Approach to Securing her Desired Future
Why We Are Modern
❖ We don’t fit in any one box entirely
❖ We believe that long term success is
driven by 3 factors that are equally
weighted
❖ We offer an alternative approach to
wealth building
❖ We offer an alternative approach to
career advancement
❖ We offer an alternative approach to
leadership development
❖ We incorporate the key areas of
your life into one strategic plan
Who We Work With
❖ High Potential Employees
❖ Work Teams
❖ Small Business Owners
❖ Senior Leaders
❖ Universities
We Are Not
❖ Recruiters
❖ Headhunters
❖ Brokers
❖ Sellers of Investments
❖ Licensed Psychiatrists
❖ Employee Assistance Program
A Unique Hybrid
We Are
A Partner
Focused on the Effectiveness of your personal,
financial and human capital resources
Believers in a unified strategic approach to
securing your desired future
Focused on People Development
Focused on your Career, your Money, your Life
You Are
Highly motivated & Career Focused
Self Driven & Self Disciplined
Unwilling to sacrifice success in one area at the
expense of another
Clear on your goals and objectives and committed
to doing the work required to realize them
Clear on the interplay between career, financial
planning and life balance in driving your success
Our Commitment
❖ To help you grow professionally
❖ To maximize your financial resources
❖ To inspire you to think differently about your
leadership style and personal brand
❖ To challenge your self awareness
❖ To empower you to set work-life boundaries that will
reinvigorate and rejuvenate
–Keith Donnell, President & Founders
“We don’t just build wealth, We build leaders,
We build futures”
ModernWealthConcepts, LLC
A Modern Approach to People Development

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7 Habits of Highly Effective Women-MWC Executive Services

  • 1. Building Wealth, Building Leaders, Building Futures ModernWealth Concepts Executive Services
  • 2. 7 Habits of Highly Effective Women
  • 3. Highly Effective Women Understand the extremely critical interplay between career satisfaction, work-life balance and financial preparedness Don’t pursue success in one area at the expense of another
  • 4. Personal Effectiveness 3 Areas of Focus Synergy vs Sabotage Leadership & Career : Work/Life : Personal Finance
  • 5. 7 Habits of Personal Effectiveness She: ❖ Selects Tribal Support Carefully, Mentors & Coaches ❖ Lives by Clear Boundaries ❖ Focuses Relentlessly on Personal Finance ❖ Knows her “Fit” – Ideal Employer Profile vs Type Preference ❖ Identifies & Sets Professional Stretch Goals but knows her Limits ❖ Commits to Career Goals & Objectives that Direct her Daily Behaviors ❖ Takes a Unified Approach to Securing her Desired Future
  • 6. Why We Are Modern ❖ We don’t fit in any one box entirely ❖ We believe that long term success is driven by 3 factors that are equally weighted ❖ We offer an alternative approach to wealth building ❖ We offer an alternative approach to career advancement ❖ We offer an alternative approach to leadership development ❖ We incorporate the key areas of your life into one strategic plan
  • 7. Who We Work With ❖ High Potential Employees ❖ Work Teams ❖ Small Business Owners ❖ Senior Leaders ❖ Universities
  • 8. We Are Not ❖ Recruiters ❖ Headhunters ❖ Brokers ❖ Sellers of Investments ❖ Licensed Psychiatrists ❖ Employee Assistance Program
  • 9. A Unique Hybrid We Are A Partner Focused on the Effectiveness of your personal, financial and human capital resources Believers in a unified strategic approach to securing your desired future Focused on People Development
  • 10. Focused on your Career, your Money, your Life You Are Highly motivated & Career Focused Self Driven & Self Disciplined Unwilling to sacrifice success in one area at the expense of another Clear on your goals and objectives and committed to doing the work required to realize them Clear on the interplay between career, financial planning and life balance in driving your success
  • 11. Our Commitment ❖ To help you grow professionally ❖ To maximize your financial resources ❖ To inspire you to think differently about your leadership style and personal brand ❖ To challenge your self awareness ❖ To empower you to set work-life boundaries that will reinvigorate and rejuvenate
  • 12. –Keith Donnell, President & Founders “We don’t just build wealth, We build leaders, We build futures”
  • 13. ModernWealthConcepts, LLC A Modern Approach to People Development