About Financial Coach
We live and work in your community, and formed Financial Coach to help you – someone who is determined to make money and investing the least of your worries.
We understand that this is quite a lofty goal, but one that we strive for in becoming your financial advisor.
With the staggering amount of misinformation and misdirection around markets, finances, and retirement, Financial Coach has built a team of passionate and credentialed coaches whose mission it is to deliver facts, evidence, and custom solutions to you. We know that when you select a financial advisor, you are putting your trust, your savings, your hopes – your life – in someone’s hands. We respect that, we are humbled by that, and we make it our mission to continually prove that you selected the right firm.
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Financial Coach is a SEC Registered Investment Advisor (RIA) and the leadership of our firm consists of 3 CERTIFIED FINANCIAL PLANNER™ Practitioners (CFP®), as well as a Chartered Financial Analyst (CFA®) charter holder.
Why should this matter to you?
It may just sound like letters to you, but it’s one small way we can prove that when we build and implement investment strategies for our clients, we commit to providing each of you with a fiduciary standard of care – acting in your best interest. You might think that all financial services professionals do the same, but that is sadly not the case. The Fiduciary Standard is the exception, not the norm, but is certainly the expectation here.
Doing what is right for you is simply the right thing for us.
MEMBERSHIPS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Chartered Retirement Planning Counselor™ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.