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Our Process

Our Process

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Everybody Needs A Money Coach!

Everybody Needs A Money Coach!

Everybody needs a Money Coach, regardless if they are “champions” who have won, or a rookie just trying to master the fundamentals. Doug Nelson is a CERTIFIED FINANCIAL PLANNER™ professional with years of experience in the financial services industry. With his knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, he looks forward to helping you cross that finish line.

Money Coach Process

Guidance through turbulence®!


Navigating by yourself can be lonely and scary. As an experienced CFP® professional, I will be beside you to guide and lead you to your destination. “If I know where you are, I will guide you to where you want to go."


Learn how swimming from Alcatraz impacted how I do financial planning!


What is most important to you?


"My philosophy is shaped by the lessons learned as a teacher and coach. But mostly my financial planning expertise has been acquired while working with clients, guiding them through their financial transitions."

Doug Nelson, CFP®

Resources

We want our clients to be financially savvy. Browse our library to start your path to financial education.

The Anatomy of an Index

The Anatomy of an Index

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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

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Data Thieves from Outer Space

Data Thieves from Outer Space

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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

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How to Bake a Pie-R-A

How to Bake a Pie-R-A

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Get in the Game

"I absolutely believe that people, unless coached, never reach their maximum capabilities."
Bob Nardelli, Former CEO of Freedom Group, Chrysler, and The Home Depot

Complete Financial Game