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.
Positive Vibrations is a Financial Coach newsletter intended to act as a vehicle for spreading optimism through the sharing of good news. And now, your dose of positivity for the month of December 2019.
Click the hyperlinks following each headline to read more.
Entering into the 2017 NFL Season, Philadelphia Eagles long snapper Jon Dorenbos was traded to the New Orleans Saints. Shortly thereafter Jon was diagnosed with an aortic aneurysm requiring open-heart surgery, ending his football career and any hopes of a Super Bowl Ring. That was until February 3, 2018, the night before the Eagles were to face the Patriots in Super Bowl LII, when Eagles owner Jeff Lurie, leaning in to give Jon a light hug, said, “Hey, we’re going to win this– And when we do, you’re going to get a ring. But not just a ring– The Super Bow for you is living. And your ring will be a symbol for the way you’ve lived your life.” — Read more at The Philadelphia Inquirer
Two drugs developed by Salk Institute researchers have been found to be successful in treating Alzheimer’s in mice and in slowing the aging process in the brains of healthy older mice. Old age is the biggest risk factor for Alzheimer’s disease –above the age of 65, a person’s risk of developing the disease doubles about every five years. However, at a molecular level, scientists aren’t sure what occurs in the brain with aging that contributes to Alzheimer’s. “The contribution of old age-associated detrimental processes to the disease has been largely neglected in Alzheimer’s disease drug discovery,” says Antonio Currais, a Salk staff scientists. “This study [research published November 2019 in the journal eLife] further validates these two compounds not only as Alzheimer’s drug candidates but also for their anti-aging effects,” says Pamela Maher, a senior staff scientist at Salk. — Read more at The Good News Network
Adam Armstrong, a Virginia man with vivid memories of growing up poor in the town of Harrisonburg in the Shenandoah Valley, came back over the weekend with a 26-foot truck packed with $12,000 worth of toys. “You see these kids and you hand them a baby doll, or a Nerf gun, a bicycle, two little boys throwing a football and you can’t put a price on the feeling that gives you. I consider myself very blessed.” — Read more at Today
Mark, a father mourning the loss of his daughter Mary Beth at the age of 7, decided to bring light into others’ lives with a makeshift Christmas tree farm. Mark said it was painful to spend the holidays without Mary Beth in their home [while still undergoing treatment] –so they would often bring Christmas to her. After she passed, Mark wanted to make sure no other parents or children had to miss holidays together . — Read more at The Good News Network
Reference the URL links following each headline for original source content.
The hyperlinks contained in this newsletter, and our website, are being provided as a convenience and for informational purposes only; they are owned and operated by non-affiliated third parties. Views and opinions expressed are those of the authors and do not necessarily reflect those of Financial Coach nor 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 timeliness of their content, or the suitability or quality of any of their products or services.
If you use these links you leave our website; we bear no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.
This material, including any material accessed through external link, 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 a legal or tax professional regarding your specific legal or tax situation.» View All
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). This SECURE Act does several things to modify both retirement savings rules as well as retirement distribution rules. These changes will affect some of our Financial Coach clients immediately, and many more as we move into the […]
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
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
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 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
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