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We are evidence-based coaches, and our job is to keep the "riff-raff" out of your portfolio ... and your life.

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.

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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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WE'RE ALL ABOUT

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

September 15, 2020

Handpicked by your team at Financial Coach — Good News for the month of September 2020: a Virtual Drum-off Challenge; Getting ‘Unstuck’ from the Negatives; and an Unconventional Wedding Reception


Dave Grohl accepts 10-year-old drummer’s virtual drum-off challenge

What began as a drum-off challenge from 10-year-old drummer Nandi Bushell to Foo Fighters front-man Dave Grohl has turned into a back-and-forth virtual jam session — entertaining (and surprising) millions of viewers from around the world.

– Follow this epic battle at Rolling Stone, Consequence of Sound, and LA Times

Getting stuck in the negatives (and how to get unstuck)

“Our view of the world has a fundamental tendency to tilt toward the negative. It’s pretty easy to go from good to bad but far harder to shift from bad to good. We literally have to work harder to see the upside of things.”

– Watch the full video on YouTube (minutes 5:00 through 8:17 are especially worthwhile)

Bride and Groom who canceled wedding reception due to COVID-19 donate food to shelter

Not only did newlyweds Tyler and Melanie Tapajna opt-out of an offer for a 100% refund of the food not needed for their canceled wedding reception, but also spent the time immediately following their nuptials serving their donated reception meals, while still dressed in full wedding attire, to the women and children of Laura’s Hope, an Ohio based non-profit women’s crisis center.

– Read more at CBS News

Data sources: Original content sources can by accessed via hyperlink following each story. It is important to note these are external links to other web sites owned and operated by third parties not affiliated with FC Advisory, LLC.

If you use these hyperlinks you leave our website; we bear no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Third party’s privacy and security policies may differ from our own. Contact the external site for answers to questions regarding its content and policies.

Any hyperlinks we provide are for convenience and informational purposes only; views and opinions expressed are those of the authors and do not necessarily reflect our own. 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, including any accessed through external link, is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by our firm. Always consult the appropriate professional regarding your specific situation before implementing any of the options presented.

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chalktalk

March 25, 2020

Congratulations! You deserve to be recognized for doing it the right way. Financial Coach, like most businesses these days, is operating remotely.  With our office closed, each team member is trying to adjust to this reality while staying connected to our clients and their financial plans.  Each morning at 10:00 am, our team convenes for […]

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Team member
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
Team member
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. In 2019, Becky earned the NRS Investment Adviser … » READ MORE

Becky Mulhern, IACCP®
Compliance and Marketing Coordinator
Team member
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
Team member
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
Team member
Team member Team member

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

Meghan Tait CFP®
Senior Wealth Coach
Team member
Team member Team member

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