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



Advisors at this Office


This Office

940 E Boot Rd Ste 101 West Chester, PA 19380-4021 Phone: (484) 887-0452

Primary Office

940 E Boot Rd Ste 101 West Chester, PA 19380-4021 Phone: (484) 887-0452