Financial Coach is an independent consulting firm solely dedicated to retirement planning. With a staggering amount of misinformation and misdirection around markets, finances and retirement, we have built a team of passionate and credentialed coaches whose mission it is to deliver facts, evidence, and custom solutions to you.
During our RETIREMENT BLUEPRINT, we go beyond the balance sheet to identify your vision for the ideal retirement, and deliver specific feedback on the areas of you current “plan” that do not match your retirement vision. This complimentary discovery process is the foundation for your financial plan and advisory relationship with Financial Coach.
Our RETIREMENT GAMEPLAN® is a multifaceted approach that provides the context and roadmap for the most critical decisions you will face both pre- and post-retirement. Following a series of planning “modules” focused on Investments, Income, Insurance, and Estate Planning we deliver your custom comprehensive financial plan and a recommended implementation strategy.