About
True Blue Financial Coaching is a Registered Investment Advisory firm located in Sarasota, FL. Unlike advisors who offer “free” services, we are fee-only. We do not earn commissions from selling products, which may or may not be right for your circumstances. Commissions, which are taken directly from your investments, are very costly and are deducted for as long as you hold the investment. Our fee for service policy eliminates conflicts of interest and results in much lower cost to you the investor
We have one loyalty…to you.
Heading the firm is owner Carol Christie. Carol is a Registered Investment Adviser who is passionate about serving the needs of individuals of modest means, families (traditional and nontraditional) and small businesses, groups that are often under served by the financial industry.
Prior to founding True Blue Financial Coaching, Carol worked as a consultant with a third party administrator and record keeper to 401k and 403b plans. In this role, she held regular retirement plan reviews with clients detailing the performance of selected investments against appropriate benchmark indices, offering alternatives and additions when needed, and conducted employee enrollment meetings to explain the company’s retirement plan and employee options for investing. Carol has long been an avid consumer of countless sources of financial news and information, sorting through the sensationalized “next big stock” tips and other “get rich quick” debris in order to stay current on the developments and trends that are truly relevant to everyday people. She is continuing her education at the American College for Financial Planning as part of her commitment to continuous improvement and excellence in client service.
Carol also maintains a blog for nontraditional couples and heads Virtual Financial Coaching , a subsidiary of TBFC offering simple, cost-effective services to meet specific challenges such as choosing the funds in your 401k plan.
We can be reached by email or by phone at 1.800.984.7990.