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
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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.
As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, you’re likely on a constant pursuit of excellence. This new book by Ryan Hawk compiles great stories, scientific evidence, and practical application of ways that we can all pursue our own version of excellence in life. I highly recommend reading, listening, or gifting it to someone who comes to mind.
The War in Ukraine has inspired increased charitable giving from around the globe.
Whether you’re feeling inclined to donate to these humanitarian efforts, or support a separate cause, it never hurts to assess the tax implications of your donation. There are ways to optimize the financial benefits of giving to certain organizations. This article and the following tool might be useful to ensure you’re giving to a qualified organization that allows you to utilize certain tax-efficient strategies.
Reach out if you have any questions.
Tax-Deductible Ways Of Giving For Ukraine (forbes.com) / Results for Tax Exempt Organization Search (irs.gov)
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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
By Kevin Janiec, CFP®, MBA You have likely heard plenty about the current inflation environment. However, you might not have heard much about Series I Savings Bonds (I bonds). Here’s a timely FYI on what I Bonds are and how they work: I bonds are inflation-protected, interest-bearing savings instruments that are purchased directly through the […]
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
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
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
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
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