Financial Coaching Partners (FCP) is a financial advisory firm that specializes in financial planning and financial management. FCP offers financial and investment planning advice on a fee-for-service or hourly basis, and bookkeeping and financial management services on a fee-for-service or hourly basis. FCP also advises clients to use a third-party money management firm. FCP does not directly manage money. FCP's strategies are based on academic research. FCP acts as a fiduciary, tailoring services to meet specific client needs.
Fee Structure
Financial Coaching Partners does not directly manage money. Instead, they recommend third-party money managers. Clients pay the third-party money manager's fees directly through their account funds. Financial Coaching Partners chooses third-party money managers based on their investment strategy, costs, skills, reputation, dependability, and compatibility with clients.