Financial Coaching
Helping You Implement Your Plan
Guiding You Toward Lasting Financial Satisfaction
|
A plan is an essential first step, but without action, it never bears fruit. Rothman Investment Management’s Financial Coaching service provides ongoing guidance and support as you implement your plan and move toward your goals. As progress is made, new aspirations often emerge, and life circumstances and priorities can shift over time. Through this process, we help you stay focused and make thoughtful adjustments, so your plan remains aligned with what matters most to you. |
| This service includes everything offered in our Financial Planning service, along with ongoing coaching, accountability, and plan updates as needed. Financial Coaching does not include investment management. We may provide asset allocation guidance and implementation recommendations; however, all investment decisions and account activity remain under your direction. The annual fee for this service is $5,000, payable quarterly, with meetings typically held on a quarterly basis. |
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.