The Financial Coach Client Experience
Creating a retirement plan is just the beginning. Implementing that plan, adapting to life's changes, and staying on track requires ongoing guidance and support. Markets change, tax laws evolve, and your own priorities may shift throughout retirement.
The Financial Coach Client Experience is our ongoing advisory relationship designed to support you through every phase of retirement. We provide structure, accountability, and expertise to ensure your retirement plan stays aligned with your goals.
Our ongoing relationship includes:
Regular review meetings throughout the year
Proactive planning for tax opportunities
Coordination with other professionals like CPAs and attorneys
Access to our team for questions and concerns as they arise
Each calendar year, you'll participate in four strategic meetings:
1. Your Foundation Builder (Start of Year)
We'll review your progress, update your financial plan, and set priorities for the year ahead.
2. Tax Touchpoint (Tax Season)
We'll identify tax-saving opportunities and coordinate with your tax professional.
3. Progress Session (Summer)
We'll assess how your plan is tracking against your goals and make any necessary adjustments.
4. Legacy Builder (Fall)
We'll focus on estate planning, charitable giving, and other legacy considerations.
The Financial Coach Client Experience gives you confidence that your retirement plan is being actively managed and regularly updated. You'll have a dedicated team supporting you through all of life's changes and helping you make the most of your retirement years.
The Financial Coach Client Experience
Creating a retirement plan is just the beginning. Implementing that plan, adapting to life's changes, and staying on track requires ongoing guidance and support. Markets change, tax laws evolve, and your own priorities may shift throughout retirement.
The Financial Coach Client Experience is our ongoing advisory relationship designed to support you through every phase of retirement. We provide structure, accountability, and expertise to ensure your retirement plan stays aligned with your goals.
Our ongoing relationship includes:
Regular review meetings throughout the year
Proactive planning for tax opportunities
Coordination with other professionals like CPAs and attorneys
Access to our team for questions and concerns as they arise
Each calendar year, you'll participate in four strategic meetings:
1. Your Foundation Builder (Start of Year)
We'll review your progress, update your financial plan, and set priorities for the year ahead.
2. Tax Touchpoint (Tax Season)
We'll identify tax-saving opportunities and coordinate with your tax professional.
3. Progress Session (Summer)
We'll assess how your plan is tracking against your goals and make any necessary adjustments.
4. Legacy Builder (Fall)
We'll focus on estate planning, charitable giving, and other legacy considerations.
The Financial Coach Client Experience gives you confidence that your retirement plan is being actively managed and regularly updated. You'll have a dedicated team supporting you through all of life's changes and helping you make the most of your retirement years.
The Financial Coach Client Experience
Creating a retirement plan is just the beginning. Implementing that plan, adapting to life's changes, and staying on track requires ongoing guidance and support. Markets change, tax laws evolve, and your own priorities may shift throughout retirement.
The Financial Coach Client Experience is our ongoing advisory relationship designed to support you through every phase of retirement. We provide structure, accountability, and expertise to ensure your retirement plan stays aligned with your goals.
Our ongoing relationship includes:
Regular review meetings throughout the year
Proactive planning for tax opportunities
Coordination with other professionals like CPAs and attorneys
Access to our team for questions and concerns as they arise
Each calendar year, you'll participate in four strategic meetings:
1. Your Foundation Builder (Start of Year)
We'll review your progress, update your financial plan, and set priorities for the year ahead.
2. Tax Touchpoint (Tax Season)
We'll identify tax-saving opportunities and coordinate with your tax professional.
3. Progress Session (Summer)
We'll assess how your plan is tracking against your goals and make any necessary adjustments.
4. Legacy Builder (Fall)
We'll focus on estate planning, charitable giving, and other legacy considerations.
The Financial Coach Client Experience gives you confidence that your retirement plan is being actively managed and regularly updated. You'll have a dedicated team supporting you through all of life's changes and helping you make the most of your retirement years.