Individual and Family Gameplan
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…
People are motivated to seek financial guidance by many different factors. They may have recently experienced a significant life transition, such as marriage, a job change, the birth of a child or a home purchase. They may be at a loss as to which investment choices to make in their 401(k) plan or IRA. Some want to retire early and need assistance developing a strategy. Or maybe they are simply ready to get fiscally fit by taking control of their financial lives. Fiscal fitness is achieved when all areas of your financial life are functioning according to plan. Your plan.
Why True Blue Financial Coaching?
At True Blue Financial Coaching, we believe everyone can manage their own financial lives, with occasional assistance, as needed. Just like a personal trainer can set up a workout program for you and encourage you to stay with it, we will help you set your personal financial goals and support you along the path to success. Individuals we’ve helped tell us they feel “empowered” because they have achieved greater control over their financial lives. We trust you’ll feel the same.
Financial Planning and Investing is For Everyone
There is nothing magical or mysterious about personal finance and investing. It is not just for the wealthy. It is for everyone, yet is unique to each individual and family. You can achieve financial well being and we can help by understanding who you are and helping you prioritize the many aspects of fiscal fitness based on your unique goals and circumstances.
Fee Only Advice
True Blue Financial Coaching serves individuals and couples (both traditional and non-traditional) on an hourly, as needed basis. This means we can provide assistance when and where it is needed. Our clients are typically of modest means. We have no minimum net worth requirements and believe that everyone can achieve fiscal fitness with careful planning and periodic review.
The fact that we are fee-only means we do not sell products. We are not brokers, nor do we work for any other company. We receive no compensation from any source other than our clients for the services we provide. Because of this we remain completely unbiased in our guidance.
When you work with True Blue Financial Coaching expect a partnership. The typical phases of an engagement are:
- Contact and Information Exchange (see 4 Step Process)
- T.B.F.C. Provides Fee Estimate
- T.B.F.C. Presents Plan and Recommendations (phone or in person)
- Jointly Determine Implementation Strategy and Monitoring Plan
- Follow-up As Needed
Engagements range from an hour-long consultation on a specific issue to a comprehensive financial plan that can take many hours to complete. We look forward to hearing from you. Please contact us by email or phone 1.800.984.7990. Check out our Individual Resources page for useful links and recommendations.