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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
“Focus more on your current trajectory than your current results.”
– James Clear
Our team is thrilled to have Liv back in the office, and we’ll admit it, things seem to run more smoothly with her back at the helm. We’re happy to report that Liv and her kiddos are doing great!
A few proud parents from our team are happy to announce the following graduations:
Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City
Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall
Owen’s son, Keller Mulhern, has also graduated from high school and will be attending St. Joseph’s University this Fall
By now, you’ve heard plenty about inflation and other things in the markets that are outside of your control. Here are 4 concepts within your control to keep in mind.
(1) With the market trading at a significant discount relative to the start of the year, check out this article if you’re considering putting money back to work: Investing all at once or dollar cost averaging over time
(2) Bear markets can possibly create better opportunities for Roth conversions: Vanguard’s guidance on Roth conversions
(3) We have the power to control the incremental changes in our lives that have a big impact over time: The magic of incremental change – Behavior Gap
(4) Both athletes and investors have found more success by moderating their approach to be more sustainable for long periods of time: Keep it Going – Collaborative Fund
A wholesome grandpa has received an outpouring of love online after his daughter shared a video of him dropping souvenir seashells along a beach for his grandchildren to find.
The Learning Leader Show Episode #483 is hosted by Colin O’Brady, a 10-time World Record Holder and New York Times bestselling author of The Impossible First. Colin’s highly publicized expeditions, which have been followed by millions, include the world’s first solo, unsupported, and fully human-powered crossing of Antarctica; speed records for the Explorers Grand Slam and the Seven Summits; and the world’s first human-powered ocean row across the Drake Passage.
This content is provided for informational purposes only and is not intended as, nor does it substitute for personalized investment advice from FC Advisory, LLC. The views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Always consult the appropriate professional for questions regarding the applicability of any specific issues discussed or inferred.
The hyperlinks provided in this communication are 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.
Past performance does not guarantee future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, strategy, or product will be profitable, will equal any corresponding indicated historical performance levels, or be suitable for your portfolio. Due to various factors, including changing market conditions, this content may no longer be reflective of current opinions or positions.
Listen to our newest podcast episode where we discuss dispensing general advice, personal money habits, and vacation rental stories. The full transcription is below or you can follow this link to listen. Untucked Episode 72 Meghan Tait: [00:00:00] Hey guys, welcome back to untucked. On this episode, we are going to discuss, uh, the forums […]