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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.

Catch-Up Contributions

Catch-Up Contributions

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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

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Universal Life Insurance

Universal Life Insurance

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Impact Investing or Philanthropy

Impact Investing or Philanthropy

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Pickleball in Retirement

Pickleball in Retirement

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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