The leadership of our firm consists of 3 CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), as well as a Chartered Financial Analyst (CFA®) charter holder. Financial Coach has built a team of passionate and credentialed coaches whose mission it is to deliver facts, evidence, and custom solutions to our clients. We believe true value is created by advisors who tailor solutions to clients' specific needs and respect clients enough to explain "Why?" 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. Learn more about Who We Are, What We Do, Those We Serve, and The Path to Becoming a Client at: www.financialcoachgroup.comInvestment Advice offered through FC Advisory LLC, a registered investment advisor doing business as Financial Coach. Financial Coach and its affiliates do not provide tax or legal advice. You should consult a tax or legal professional before executing any financial or legal transactions.