Is a Comprehensive Plan right for me?
Investment coaching is life-changing - and exactly what most of my clients need.
Most of my clients come to me as investment coaching clients and don’t have a need for a more comprehensive analysis. They’re looking to fire their financial advisor and become empowered to manage their own investments
Some individuals with more complex financial lives or multiple competing goals may need a comprehensive financial plan instead of - or in addition to - coaching.
A comprehensive financial plan, as the name implies, is more comprehensive than investment coaching because we look beyond your investments to ensure you’re working toward achieving all your financial goals.
Questions we can answer using a comprehensive financial plan:
Am I on track to retire at early? Or at all?
At what age should I begin receiving my Social Security benefits?
Can I afford to buy a home and retire early?
Am I managing my tax liability as well as I could?
Am I saving enough for my kids’ college expenses?
Do I have enough insurance? Too much insurance?
Have I done all I can to safeguard my legacy? Will the desired individuals inherit my assets?