Your Investments

Your Tax and Business Advisor

Your Investments

Our Investment Process and Outcomes

Developing a plan that accounts for your goals, risk tolerance and wealth accumulation needs is important to you and us.

Financial Coach Advisors, Inc. is Your Center for Financial Wellness.

Your journey begins with organizing your current financial situation, deriving your goals for wealth accumulation versus short-term spending, and identifying hurdles and opportunities. Then, Financial Coach Advisors offers disciplined ideas in the selection and execution of your own investment plan.

We focus on nine critical steps.

Organize current finances	To get started, you have to get organized. And that means identifying your current and anticipated financial condition. Historic financial records will be reviewed, as well as previous tax submissions.
Create forward-looking financial goals based on current and anticipated activities and needs	Goals will be determined by you that are appropriate for your specific situation. That includes an analysis of short-term cash needs, intermediate goals (e.g., that new boat or cabin!), and long-term investment expectations. Your wealth... your choice.
Identify cash-flow and budgeting opportunities necessary to achieve long-term goals	Since the "as-is" state is understood and goals are now established, the opportunity analysis is conducted to start to understand the path towards your goals.
Meet tax planning and execution requirements	Tax implications (short- and long-term) are an important factor in any wealth accumulation. Financial Coach, Inc. specializes in understanding the tax impacts and tools that can ameliorate their influence.
Establish a Long-Term Financial Strategy to meet your own goals	The heart of the plan is the Strategy required to meet your financial goals. Financial Coach Advisors offer appropriate wealth accumulation solutions that clients may choose to execute.
Creates a recommended Investment Strategy that includes an appropriate mix of diversified investments	Your Goals. Your Risk Orientation. An Investment Strategy that's right for you... that addresses your needs.
With client agreement, executes the Investment Strategy	Financial Coach Advisors, Inc. is able to directly execute the purchase and management of a variety of investment choices provided through Ameritrade, if that is what you choose.
Develops comprehensive estate considerations during wealth accumulation	Managing future wealth is a critical consideration, and estate planning can be a fundamental part of your Investment Strategy. Financial Coach and our unaffiliated service partners can create the appropriate estate plan to provide for your family. An estate plan usually includes considerations for a Living Will or Health "Bill-of-Rights," Power of Attorney considerations and Trust Planning discussions.
With client agreement, refines the Investment Strategy on an on-going basis	At appropriate intervals Financial Coach Advisors will examine current investment strategies and may suggest changes or amendments to existing plans.

Information deemed reliable, but not guaranteed. Website user agrees to assume all risks of use. See Terms of Use for details.

Financial Coach Advisors, Inc. is a Registered Investment Advisor in the State of Minnesota. David A. Lloyd is a licensed insurance agent in Minnesota and Wisconsin.

This website is intended to solicit business in only those states that Financial Coach Advisors, Inc., David Lloyd, or any other affiliate is appropriately licensed.

Copyright © 2005-2008 Financial Coach, Inc. and Financial Coach Advisors, Inc. All Rights Reserved.