Financial Coach Group
Financial Coach provides comprehensive financial planning and investment management services to high net worth families who are either retired or approaching retirement
At Financial Coach we take a three-pronged approach to developing a deep and meaningful understanding of our clients. We call this discovery process the Retirement Blueprint. While most advisors use the fact gathering mission as means for them to help the client, we also see it as THE critical step in the client being able to help themselves!
The Retirement Blueprint Process is the foundation for your financial plan and advisory relationship with Financial Coach.
Over the course of two complimentary meetings, we go deep into what makes you tick, your relationship with money, and your vision for the ideal retirement. Our Retirement Blueprint process of uniting the vision, the economics, and the emotions allows us to impact our clients in ways that are both quantifiable and intangible. By going way beyond the balance sheet Financial Coach is revolutionizing what it means to be a financial advisor, and our clients are better for it.
The Retirement Gameplan is a multifaceted approach that provides the context and roadmap for the most critical decisions you will face both pre- and post-retirement. The Gameplan consists of a series of planning “modules” focused on Investments, Income, Insurance, and Estate Planning. The culmination is a comprehensive financial plan and a recommended implementation strategy.