Financial Coaching Partners offers personalized financial planning, bookkeeping, and financial management services to individuals and families. Financial Coaching Partners helps clients create strategies for retirement, insurance, education, estate, and taxes through initial assessments and hourly consultations. The firm also provides bookkeeping services such as record keeping, bill paying, and account reconciliation. Financial Coaching Partners does not directly manage money or charge asset-based fees. Instead, when clients want ongoing investment management, Financial Coaching Partners recommends and connects them with a third-party registered investment advisor money management firm. The firm bases its philosophy on academic research, modern portfolio theory, and efficient market principles, focusing on broadly diversified portfolios without picking individual stocks or sectors. Financial Coaching Partners acts legally required to act in your best interest for all clients.
Fee Structure
Financial Coaching Partners does not directly manage money or charge fees based on a percentage of your portfolio. Instead, the firm recommends third-party money management firms to handle your investments. Those third-party managers charge their own fees, which are automatically deducted from your account by your custodian. You should review the separate regulatory filing of the recommended third-party manager for details on their specific fee structure.