Financial Coaching
Help You Implement The Plan
Continue to Guide You To Financial Satisfaction
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A plan is an essential first step—but without action, it never bears fruit. Rothman Investment Management’s Financial Coaching service offers the ongoing guidance and support needed to implement your plan effectively. As you make progress and accomplish your goals, new aspirations often emerge. Life circumstances and priorities can also shift over time. A dedicated coach helps you stay on track, ensuring your financial plan remains relevant, adaptable, and aligned with what matters most to you. |
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. |
Let's Discuss
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.
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