Financial Coach and the New Wealth Project operate as fee-only comprehensive financial planning programs.1. Financial Coach - Financial planning and investment management for individuals and families who are either retired or approaching retirement. Our "Retirement Gameplan" process consists of a series of planning "modules" focused on investments, income, insurance, and estate planning. The culmination is a comprehensive financial plan and a recommended implementation strategy. 2. The New Wealth Project - Planning and advisory solution for young families and "up and coming" professionals. "The Project" is an integrated, four-step financial planning approach designed for today's emerging leaders and growing families.Both programs are educationally oriented and help clients organize, prioritize, and make effective and timely planning and investment decisions. At each step of the process, clients are supported by a highly credentialed and experienced team, included 3 CERTIFIED FINANCIAL PLANNER professionals and a Chartered Financial Analyst. Investment Advice offered through FC Advisory LLC, a SEC registered investment advisor (RIA) doing business as Financial Coach and The New Wealth Project