Services - Financial Coaching - MFFP&C

Financial Planning Services

Comprehensive Financial Planning

Investment Planning & Portfolio Guidance

Comprehensive Financial Planning

A holistic financial plan covering all aspects of your financial life, including retirement, investments, taxes, and risk management.

Retirement Planning

Investment Planning & Portfolio Guidance

Comprehensive Financial Planning

Strategies to maximize retirement savings, optimize Social Security, and ensure a sustainable withdrawal strategy.

Investment Planning & Portfolio Guidance

Investment Planning & Portfolio Guidance

Investment Planning & Portfolio Guidance

Asset allocation strategies tailored to risk tolerance, time horizon, and financial goals.

Tax-Efficient Strategies

Cash Flow & Budgeting Analysis

Investment Planning & Portfolio Guidance

Planning to minimize tax liability through retirement contributions, withdrawals, and investment strategies.

Cash Flow & Budgeting Analysis

Cash Flow & Budgeting Analysis

Cash Flow & Budgeting Analysis

Creating spending plans that align with financial goals and provide long-term security.

Estate & Legacy Planning

Cash Flow & Budgeting Analysis

Cash Flow & Budgeting Analysis

Coordinating wills, trusts, and beneficiary designations to protect and transfer wealth efficiently.

Risk Management & Insurance Review

Risk Management & Insurance Review

Risk Management & Insurance Review

Assessing insurance needs, including life, disability, and long-term care coverage.

Financial Coaching Services

Behavioral Coaching & Mindset Shifts

Career & Financial Transitions Coaching

Behavioral Coaching & Mindset Shifts

Helping clients build healthy financial habits and improve their relationship with money.

Debt Reduction & Management

Career & Financial Transitions Coaching

Behavioral Coaching & Mindset Shifts

Personalized strategies to eliminate debt while maintaining financial stability.

Career & Financial Transitions Coaching

Career & Financial Transitions Coaching

Career & Financial Transitions Coaching

Financial guidance for career changes, layoffs, or transitioning to self-employment.

Goal-Based Planning & Accountability

Employee Benefits & Stock Compensation Guidance

Career & Financial Transitions Coaching

Ongoing support and progress check-ins to keep clients on track toward their goals.

Employee Benefits & Stock Compensation Guidance

Employee Benefits & Stock Compensation Guidance

Employee Benefits & Stock Compensation Guidance

Helping professionals optimize 401(k)s, stock options, RSUs, and other workplace benefits.

Personalized Financial Education

Employee Benefits & Stock Compensation Guidance

Employee Benefits & Stock Compensation Guidance

One-on-one coaching sessions to improve financial literacy on investing, retirement, and money management.