The Finance Coach LLC will team to empower you or your business to manage your own financial plan by:

1) Identifying and planning your goals more effectively       

“I don’t look to jump over 7-foot bars: I look around for 1-foot bars that I can step over.”  Warren Buffett

2) Recognizing opportunity more successfully

3) Using basic economic principles to aid decision making

4) Learning how to invest like an entrepreneur



OUR SERVICES

With the finance coaching program, we will tailor our services to each individual’s needs.  Whether you are just starting out, a seasoned investor, or a small business; our services can be used to fill any gaps within your current financial structure.  The following are just some of the services we provide:

 • Investment strategies including stocks, mutual funds, and annuities

 • Asset allocation and risk management

 • 401k plans, IRAs, and retirement planning

 • Why budgeting doesn’t work

 • Examination of monthly expenses and determining your real net worth

 • Creating a savings plan that works and still allows you to spend

 • Real estate and mortgage options

 • Lease versus buy calculations

 • Business start-up analysis including but not limited to business plans, financial
   modeling, risk analysis, and cost management

 • The keys to successful trading strategies

 • Defining alpha and why it is critical to investing

 • Economic principles and how they apply to financial decision making
 
Keep in mind these are just some examples of how the finance coaching program can assist you with your financial needs.  If a service is not listed, please do not hesitate to give us a call.  The coaching program is a team building process.  It is flexible and intended to meet each client’s distinct needs.