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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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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

August 2, 2018

 

Improve Your Trivial Pursuit Knowledge-Base

What is the longest-running cable TV event in history? The world’s deadliest animal?

Read more at There’s No Such Thing as Mosquito Week

[The link provided redirects to an original post by Ben Carlson, A Wealth of Common Sense.]

 

“A real optimist wakes up every morning knowing lots of stuff is broken, and more stuff is about to break.”

Where’s the optimism in constantly awaiting the downfall? And where does this leave the pessimist?

Read more at Optimism vs. Complacency vs. Pessimism

[The link provided redirects to an original post by Morgan Housel, Collaborative Fund.]

 

Currently affecting some 47 million people, and expected to triple worldwide by 2050 —

When dementia seems like a speeding train headed straight ahead, these simple lifestyle changes may help switch the tracks.

Read more at The 9 behaviors could cut your dementia risk by 35 percent

[The link provided redirects to an original post by Julia Belluz, Vox.]

 

“There is a huge difference between being an expert in medicine and an expert in healthcare.”

Similarly, being a great investor is not the same as running a great investment firm.

Read more at The Most Overlooked Trait of Investing Success

[The link provided redirects to an original post by Morgan Housel, Collaborative Fund.]


Top Plays is a blog posting in which the Team at Financial Coach share third party content, including articles, news reports, and other data suggested for reading.

This newsletter, and our website, contain links to websites owned and operated by third parties. If you use these links you leave our website. Because Financial Coach does not control the content of external sites, it cannot guarantee the accuracy, quality and integrity of the external site or for that of subsequent links.

Views and opinions expressed are those of the authors and do not necessarily reflect those of Financial Coach or 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 timelines of their content, or the suitability of quality of any of their products or services.

This material 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 an attorney or tax professional regarding your specific legal or tax situation.

 

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chalktalk

August 6, 2018

  The practice of overseeing and caring for the financial well-being of clients and their families is serious business, and yet our industry is driven by sales and marketing as much as any other line of work. Things are changing for the better though. Investors are becoming better informed and more financially literate about the […]

» Read More
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. “Retirement planning is something everyone relates to whether … » READ MORE

Becky Mulhern
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
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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

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
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Team member Team member

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

Meghan Tait CFP®
Associate Wealth Coach
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