Your Money Coach Financial Services provides consulting services to individuals and families, including investment portfolio reviews, investment monitoring, and as-needed financial planning. They offer advice on cash flow, asset allocation, debt management, investment selection, insurance planning, college funding, retirement planning, estate planning, and tax planning. The firm's investment recommendations focus on low-cost stock and bond mutual funds and they do not recommend specific stocks or bonds, short selling, or other sophisticated investment vehicles.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Consulting services are provided on an hourly basis, up to $200 per hour, or on a fixed fee basis as negotiated. The actual fee may be lower or higher than the estimated amount.
Hourly Rate:Up to $200/hr
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