True Blue Financial Coaching

Are you Fiscally Fit?

Wellness is not just about eating right and getting enough exercise. True wellness comes from achieving balance in all things, and your finances are no exception.  Money is the single biggest stressor for most people, yet many of us still hesitate to take those  first steps toward getting “fiscally fit”.

At True Blue Financial Coaching we work with you to develop a personalized fiscal fitness game plan. We provide you with the education, tools and encouragement you need to take control over your own personal finances. Our integrated approach to your financial well-being isn’t centered on “retirement at 65”. It’s centered on what you want to do in life, both now and in your ever evolving future. We help you clearly define your goals and work with you to establish your personal game plan for achieving them.

Building Net Worth One Person at a Time

You don’t necessarily need a lot of money to fulfill your dreams, but you do need a gameplan to managing your money in support of your  dreams.

True Blue Financial Coaching is a fee-only Registered Investment Advisory firm dedicated to the proposition that financial and investment advice is not just for the wealthy or “high net worth” individual but for all individuals who aspire to a healthier bottom line. Read more about us here.

If you are an individual or family looking for some guidance on the path to fiscal fitness, this is a good place to start. If you are a small business looking for help with an existing or planned retirement plan, learn more about our services here.

We also have a subsidiary that offers simple, cost-effective solutions to specific situations such as choosing the funds in your 401k plan or establishing an IRA. Find us online at Virtual Financial Coaching.

Do you want to discuss your unique situation immediately? Contact us by email or by phone 1.800.984.7990. We invite you to stay in touch with us through our Coach’s Corner newsblog (a newsletter in blog format) that we update  monthly, more or less.

If you are an “act now, read later” sort of person….

Get Started Now - No Cost or Obligation

Regardless of your motivation for seeking financial guidance, there are some basic steps to take that benefit everyone and when completed, form the basis of a financial planning engagement. Even if you decide not to engage a financial coach, these exercises alone will clarify your current financial picture and financial life goals.

We’ve developed a 4 Step Process that will take about 4 weeks to complete. It is designed to integrate into your life and while it requires some effort on your part, the end result will prepare you for the next stage of your fiscal fitness gameplan.  Each week, we’ll send an email describing the next step along with some encouragement to smooth the way. We don’t call it “Coaching” for nothing. Again there is no cost or obligation. Send us a note here and we’ll respond with the first step immediately.

If  you have already completed these steps and are ready to move on or if you have a specific request then please contact us here and let us know how we can help.

Now if you’re interested in reading more…

Read more…