So What is Financial Coaching?
Personalized Financial Roadmap
Individual Financial Education
Lifelong Financial Skills
Through our coaching packages, we bring you through the following services, as needed for your unique situation:
Custom values-based spending plan
Financial snapshot and cash flow review
- Retirement savings analysis
- Financial goals assessment and accountability
- Personal tax analysis and education
Credit score review
Life-transition events coaching (if needed)
Rent vs buy analysis (if needed)
Small business ownership analysis (if needed)
What is the Difference Between a Financial Planner and Financial Coach?
1) More complex financial lives
2) % of assets under management
4) Manage and direct assets
2) Pricing Structure
1) Less complex financial lives
2) Monthly or by package
4) Provide investing education and information
Want to know more details?
*- Financially Forgotten is not an investment manager or financial planner. We do not manage investments nor do we advise on what you should invest in or how you should invest. Rather we provide investing information based on empirical research and educational studies. If you want an investment manager, you should seek out a fiduciary financial planner who performs such services.