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A plan is a great start, but if it is not implemented, it fails to bear fruit. Rothman Investment Management’s Financial Coaching service provides ongoing guidance and implementation support. As your execute on your plan and achieve goals, you will develop other goals. From time to time your situation changes, or your priorities could evolve. A coach keeps you on track and keeps your plan relevant and effective.
Our Coaching Service includes everything offered in the Financial Planning Service plus ongoing coaching with implementation of the recommendations and accomplishing goals, as well as updating the plan and setting new goals as necessary. Investment management is not included, but financial coaching clients receive help with asset allocation and implementation recommendations. This service can be payable monthly or quarterly and costs $4,000 per year. Meeting frequency is quarterly.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.