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“A coach is someone who tells you what you don't want to hear, who has you see what you don't want to see, so you can be who you have always known you could be.”

Tom Landry, Two-Time Super Bowl Winning Coach with the Dallas Cowboys, Member of the Pro Football Hall of Fame

The Complete Financial Game Plan

The Complete Financial Game Plan

Returns on your investments are important, but they alone do not guarantee victory for your financial game plan. Every financial plan includes investment returns. However, that is not enough. To win, you must have a complete financial game plan, that addresses cash flow, debt, risk management, tax efficiency, and your goals.

Cashflow - Your Bench

Cashflow - Your Bench

Your “bench” is your ability to absorb challenges and take advantage of opportunities. It is your credit score, balance sheet, cash flow, and emergency reserve. How many of these will you have on your bench to avoid financial trouble?

<p class="">Legacy - Pass The Baton

Legacy - Pass The Baton

How will you impact the lives of those you love? Are there causes or institutions you wish to impact? Is it an important gift now or later? By sharing “what’s important to you”, we will explore strategies to create and preserve your legacy.

Risk Management - Defense Wins Championships

Risk Management - Defense Wins Championships

No one wants to dwell on the worst. Planning for unfortunate events is the ultimate form of defense to protect yourself and your family from financial challenges. As a fee-based fiduciary, I assess, provide or refer resources to defend you and your family from the unexpected.

How much risk are you willing to take when creating your asset allocations? Do all of your investment “buckets” have the same risks? Or do some investment strategies require less risk or permit taking on more risk, depending on goals and needs?

Tax-Efficiency &#8211; Missed Opportunities

Tax-Efficiency – Missed Opportunities

Tax efficiency in your financial game plan is like free throws in a basketball game. You can’t afford to miss your free throws. To win your financial game plan, you should never pay more taxes than required, nor sooner than necessary and you should constantly find ways to reduce your tax liability.

Using advanced software, we can review your taxes before you file to create tax-efficient long-term strategies to mitigate your tax burden.

“There are no free financial products or services.
If something is free, then you are the product”

Doug Nelson, CFP®, Money Coach

Fees and Expenses

Everyone’s situation is unique. My fees are based on the complexity of your financial concerns and opportunities. The services I offer may include a retainer, subscription, AUM (assets under management not to exceed 0.90%), trade fees, transaction expenses, per project, and/or a combination of these. You will receive value from having a win/win relationship with me as your Money Coach.

Contact Your Money Coach