Financial Coach Group
What makes Financial Coach unique?
1. We exclusively work with individuals and families who are either retired or approaching retirement. This focused approach allows us to be in-tune with both the financial opportunities and dangers faced by our clients.
a. Our clients don’t have the luxury to go back 30 years and “make it” all over again. We understand this, and our program is built around this fact.
2. We take every new client through a comprehensive financial planning process known as the Retirement Gameplan.
a. The Gameplan process is made up of 4 steps:
i. Income Planning
ii. Investment and Asset Allocation Planning
iii. Insurance and Protection Planning
iv. Estate and Legal Planning
b. The result of this process is a complete financial plan with specific written recommendations.
3. We take a Team Approach. Our team consists of 3 CERTIFIED FINANCIAL PLANNER Professionals, a Chartered Financial Analyst, as well as a seasoned operational and client service team. All in all, Financial Coach is a 7 member team dedicated to serving today’s modern retiree in all facets of their financial lives, delivered through our Supernova Service model.
• Learn more about our Retirement Gameplan Process HERE GAMEPLAN
• Hear from our team members on our podcast, “Untucked”, HERE PODCAST
• Learn more about our team of professionals HERE WHO WE ARE
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.