OC Wealth Coach Information

seek to positively shape your circumstances well into the future. That framework is provided among several levels of engagement depending on each clients desired amount of collaboration. We aim to reduce the stress and anxiety that often comes with conversations about money by providing personalized coaching across all of lifes transitions. For those who desire to start off on the right foot and reorganize the finances they already have. People often have stacks of financial statements that they dont know what to do with and just want to get a fresh assessment. We help visualize financial priorities, organize financial statements, prepare a net worth statement, and invent a path towards achieving some forward-looking goals. Clients leave our office with a system for organizing their finances and an idea of what their systematic savings plan aims to accomplish for them. For those who have started to develop a good financial footing but have questions about pursuing larger goals that require a more thorough analysis. Our focus is to establish goals, develop a plan that seeks to achieve them, and monitor the progress. We review insurance, investments, risk, tax planning, and estate analysis and give specific recommendations about those areas as they relate to each clients overall picture. After developing an initial plan, we recommend reviewing annually or when events develop. For those who wish to obtain ongoing advice and desire focused coordination with key specialists. In addition to comprehensive strategic planning and reflection about major decisions, we coordinate with key outside professionals to cover applicable areas such as estate planning, taxes, and insurance to uncover additional areas of value. We offer reviews of casualty and health insurance policies to assess their applicability. We proactively communicate at key points throughout the year as well as revisit our strategic and tactical outlook as needed. For those that wish to obtain highly individualized coaching or assistance with financial ...