True value is created by advisors who tailor solutions to clients' specific needs and have enough respect for the client to explain "why?" When so much is riding on getting it right, Financial Coach makes transparency a priority and hold our role as your fee-only fiduciary partner sacred.Get Started Now »
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.Get Started Today
WE'RE ALL ABOUT
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.
by Kevin Janiec CFP®, MBA
Whether you travel somewhere exciting or make your own fun at home, July is a great month to spend quality time with friends and family…So our team did exactly that!
Kindness makes a comeback: Ted Lasso Season 2 returned to Apple TV+ on July 23. If you haven’t watched Season 1, I recommend this light-hearted show that portrays the power of kindness, humor, and optimism.
What it means to be rich: Ben Carlson, who writes the blog “A Wealth of Common Sense” on wealth management, investments, financial markets and investor psychology shares what being “rich” means to him…and it’s a good reminder for all of us.
The kind of support we all need: We’ve all been the kid in this video. Can we challenge ourselves to live every day like the crowd at the pool?
Former Sixers and New Jersey Devils CEO, Scott O’Neill, shares his story and life lessons about staying present as a parent, friend, coach, and leader. Be Where Your Feet Are made me pause and reflect about how I’m staying present and grounded.
This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.
This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.
Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”. FC Advisory LLC, All rights reserved.» View All
Your retirement income strategy is most likely too complex and nuanced to rely on a rule of thumb. But if you’d like a short cut to get a general idea of where you stand, click the link to watch a brief video where Owen breaks down the math on sustainable retirement income. Investment Advice offered […]
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
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
While she now smoothly runs compliance operations 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 the team at Financial Coach can make it clear for you, too. In 2019, Becky earned the NRS … » READ MORE
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
After growing up in West Chester, working eight years in various financial advisory roles at Vanguard, and recently navigating life as a relatively new husband and father, Kevin strived to pursue three things in his career: Serve as a trusted advisor for life’s important conversations and decisions. Build meaningful and lasting relationships with clients in his community. Join a team … » READ MORE
The team atmosphere and opportunity for personal and professional growth is what drew Meghan to Financial Coach and now as a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor, her duties revolve around the client experience. As a CFP® Practitioner Meghan is required to ensure that client interests are put first and that their needs are heard and addressed. “The client/advisor dynamic is very unique … » READ MORE
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