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Blueprint

Gameplan

Implementation

Coaching

Our 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. We deliver to you specific feedback on the areas of your current “plan” that do not match your retirement vision. Our feedback is critical to understanding where you are, why you are off track, and how to get back on course.

Read More About Blueprint Next: Gameplan

Our Retirement Gameplan builds the framework for your financial plan upon the foundation established in the Blueprint process.

This multifaceted approach 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.

Read More About GamePlan Next: Implementation

Once the Retirement Gameplan has been presented and reviewed, it is time for its implementation.

After signing a Client Agreement, we prepare the necessary documents to establish your investment, insurance, and estate plans. Executing your well thought-out retirement plan is really only the beginning of the advisory relationship with Financial Coach. Due to the significance of the changes being made, we remain deliberate and take pains to make the transition smooth and easy.

Next: Coaching

Your Financial Coach on-boarding team creates a custom service plan to meet your particular needs and expectations.

Since life and the markets have a way of throwing all of us curveballs,  we commit to a disciplined and consistent review regime. As the benchmarks for your ideal retirement continue to move, your team will be prepared to provide timely advice, education, and necessary course corrections. Money, investing, and “making it” should be the least of your worries¦Financial Coach is determined to lead you there.

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PERSPECTIVE...

How’s the view from where you’re sitting? Are you court side and comfortable, or are you worried you’re stuck in the cheap seats? Our team’s vast experience in every area of investment and financial planning can help you get a clear view of where you are now, and where you need to be. Here’s some insight into our gift for foresight.

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topplays

October 17, 2017

 

“[Jimmy] Iovine has said that he hid his first gold record in his basement because it was about past achievements, not future goals. …[Iovine and Dr. Dre] refuse to get sentimental or boastful and instead devote themselves to the present and how that will impact the future.”

Some lessons to be learned from Jimmy Iovine — a sound engineer turned co-founder of Interscope Records and later Beats Electronics, which sold to Apple for $3 billion.

Read more at A Dozen Lessons about Business and Life from Jimmy Iovine

 

“Investing is the craziest game I’ve ever seen. It mixes high stakes with strong emotions, intelligence with luck, and long-term innovation with short-term trading.”

Speaking of lessons, Morgan Housel shares a few things he’s learned in his 10 years writing about investing.

Read more at  A Decade Watching the Craziest Game

 

What do personal computers in 1975, the Internet in 1993, and potentially Bitcoin in 2014 all have in common?

Marc Andreessen¹ explains “why Bitcoin has so many Silicon Valley programmers and entrepreneurs all lathered up”, and his thoughts on Bitcoin’s future potential.

Read more at Why Bitcoin Matters


¹Marc Andreessen’s venture capital firm, Andreessen Horowitz, has invested just under $50 million in Bitcoin-related start-ups. The firm is actively searching for more Bitcoin-based investment opportunities. He does not personally own more than a de minimus amount of Bitcoin.

Top Plays is a summary of links to articles shared for reading by the Team at Financial Coach.

This newsletter, and our website, contain links to websites owned and operated by third parties. If you use these links you leave our website. Views and opinions expressed are those of the authors and do not necessarily reflect those of Financial Coach or its employees. No warranties or representations, expressed or implied, are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness or timelines of their content, or the suitability of quality of any of their products or services.

This material is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. A professional advisor should be consulted before implementing any of the options presented. No content should be constructed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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chalktalk

July 26, 2017

 “Avoid acting on what may appear to be unique insights that are in fact shared by millions of others.” – Jack Bogle Like Comparing Fresh Apples to Orange Preserves We talks a lot around here about the benefits of diversification in an investment portfolio. When properly constructed, diversified investments can provide some insulation against severe […]

» Read More
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Mike is the Chief Investment Officer and a Senior Advisor at Financial Coach. With over 25 years of industry experience, Mike has worked at major financial institutions such as The Vanguard Group, Blackrock, the National Stock Exchange, JPMorgan, and Susquehanna International Group.  His perspective has been shaped by serving in a variety of leadership roles at these diverse firms. “In the … » READ MORE

Michael Traynor CFA®, MBA
Chief Investment Officer, Senior Wealth Coach
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Team member Team member

The team atmosphere and opportunity for personal and professional growth is what drew Meghan to Financial Coach and now, over three years later, Meghan has obtained her CERTIFIED FINANCIAL PLANNER™ certification and serves as an Associate Wealth Advisor where her duties revolve around the client experience. As a CFP® Practitioner Meghan is required to ensure that client interests are put first and that … » READ MORE

Meghan Tait CFP®
Associate Wealth Coach
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Team member Team member

As the leader of the Financial Coach team and an experienced industry professional having worked at such firms as ING Variable Annuities, Merrill Lynch, and BB&T Investments, Owen takes pride in being able to connect with clients one-on-one and clearly walk them through the ins and outs of financial planning. A former college lacrosse All-American and current triathlete, one of … » READ MORE

Owen F. Mulhern, IV CFP®
President, Senior Wealth Coach
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Team member Team member

Money can be a taboo topic, it’s something we’re told not to discuss in public and that it’s bad manners to compare wealth. And those rules still apply to the Thanksgiving dinner table, but at Financial Coach, Carmen strives to let people feel comfortable with the topic. “The feeling I want someone to get is that yes, finances can be … » READ MORE

Carmen Mulhern
Events Coordinator
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Team member Team member

While she now smoothly runs operations, marketing, and compliance for Financial Coach, Becky started her career as a journalist and didn’t know retirement planning would become the field for her. But under the tutelage of the team she found her calling, and she knows they can make it clear for you, too. “Retirement planning is something everyone relates to whether … » READ MORE

Becky Mulhern RP®
Compliance and Marketing Coordinator
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Team member Team member

Jeff began his career in 1999 with a small local insurance company, but knew something was missing in his career. In a world where bottom lines were more important than customer satisfaction, he craved an opportunity to be a more holistic planner for his clients and not try to hit a sales goal. “I knew that being more comprehensive was … » READ MORE

Jeff Mastronardo CFP®, CHFC®
Vice President, Senior Wealth Coach