Financial Coach provides comprehensive financial planning and investment management services to high net worth families who are either retired or approaching retirement.
As much as we would like to believe that a “wealth management” relationship is purely economic in nature, it is not. The interaction between advisor and client is rarely as sterilized as doing a bank transaction, it is intimate and based on trust and openness. As such, we expect that the families we serve will share the core principles that guide our business, such as optimism, transparency, and respect.
We are excited to work with families who aren’t ready to check out. We’re looking for those ready to finally achieve a dream, grow a business, take a risk, serve their community, or create a legacy for their children and grandchildren. We look for clients who aren’t as concerned with a net worth as they are about proving their life’s worth.If you think you're a good fit Get Started Now