Wealth Management Coaching for Financial Success

Why do some people succeed while others fail?

Ask yourself, “Do I need a financial coach?” For most people, the answer is “yes.”

“Well-prepared players make plays,” two-time college football championship coach Urban Meyer believes. “I have yet to be in a game where the most prepared team didn’t win.”

As your financial coaches, we will help prepare you to win. We will help you get financially fit. At Compass Financial Strategies, we believe financial advisors – financial coaches – play a vital role in educating investors. We will train and teach you. Consider us as your tutors or mentors – guiding you through this five-step process toward realization of your financial goals.

Instilling the discipline required to benefit

Legendary football coach Vince Lombardi also believed in preparation, discipline, leadership and perseverance. At the age of 46, after a 20-year career as a high school and college coach and NFL assistant, he earned his big break. The son of immigrants, Lombardi became the head coach of a struggling, small-market team in snowbound Wisconsin. He took advantage of his opportunity, applied what he had learned, and delivered in a unique way by motivating his players and remaining dedicated to his values and principles. A perennial loser, the Green Bay Packers in Lombardi’s nine years won five NFL championships, including the first two Super Bowls in 1967 and 1968.

He became a national symbol of single-minded determination to win.

 


 

We will guide you through these five steps.

Discovery

Develop an understanding of the client’s goals, motivations and purpose for your money. Economist Paul A. Samuelson, the first American to win the Nobel Prize in economic sciences, said, “Good questions outrank easy answers.”


Review

Develop a clear understanding through a review of each topic and determine that both coach and client have a clear understanding of each other’s purpose in the relationship and commitment to the process. Develop the coaching model.


Discussion

Review the options to provide a solution from the information shared during the interview. Items to discuss include risk tolerance, time horizon and expected returns to determine the portfolio’s structure. We have nicknamed this step “pain/pleasure of actions taken.”


Action

Complete the steps necessary to implement the solution. After you have decided on the structure of your portfolio, you must take the action necessary to purchase the solution outlined and be disciplined to stay the course.


Evaluation

Periodic review of the actions taken to determine that results match expectations. Determine if any corrective actions are appropriate or necessary. Determine an accountability plan to measure progress.

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