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Get Your Wealth Building Game Plan Today!

Just like you, we have young families and are busy with life!

We get it. All we need is an hour of your time every 3 months to get you started towards financial success.

  • We think it’s important you feel comfortable with the process. We will take our time educating you and giving you financial advice on every facet of your new financial life. Once you approve of the plan, we will help you implement it, one step at a time.
  • Everybody is different. Your plan won’t be the same as your neighbors! Over time, we will get to know you and will customize financial advice to help you achieve your dreams. Our goal is to help you live the life you deserve.
  • We think every aspect of your financial life plays hand in hand. Therefore, we will take a hard look at your cash flow, your investment positioning, your use of insurance, your use of debt and more… Because if something is avoided, it could mean that the rest of your plan could come done crashing!

FAQ

How does the Wealth Building Game Plan work?

Once we have a clear picture of your situation and what you want to accomplish, we put a step by step plan to help you make your goals a reality. Here’s a few things we make sure of:

  • Create a fluid plan, because we know things change.
  • Our clients are successful because we give them accountability.
Are you fiduciaries?

Yes and that’s the only way we would do our job. We want to take the responsibility of your financial success on our shoulders. That can only be done if we are giving you financial advice that is in your best interest. To us, it’s just common sense!

Learn more about the fiduciary responsibility

How do you get paid?

There are 2 ways we get paid:

  1. We are fiduciaries and charge a fee for the assets that we manage for our clients, instead of getting a commission from a company for selling their products. This makes sure that the financial advice is in your best interest.
  2. For our clients that have less than $150,000 managed by MoneyCoach, we also have a coaching fee. We want to make sure that we can give you the time you need to become successful. For most people, this will be a little more than $1/day.
How do you invest for your clients?

MoneyCoach manages our clients’ assets. We have put together protective growth strategies to help our clients get healthy returns while avoiding the risk of large drops. We never understood why investors needed to ride the waves of the market, it’s not only stressful, it can actually lower growth of your assets. (Ask us why the next time we meet)

Here’s more information about Tactical Investment Management

Do you have minimums?

We don’t! If you are only starting, we can help you as well. All we are looking for are clients that want our financial advice.

I don’t know much about finances; can you help me?

We would love to! An important part of what we do is to educate our clients. We have the heart of a teacher and will spend the time you need to feel comfortable with the financial advice we will be giving you. Over time, we promise to make you a savvy investor!

Can you help me with goals other than retirement planning?

Life is much more than retirement. We don’t want our clients to wait until retirement to live life. And we don’t just say it, we did it!!! Both Patrick & Pedro’s family moved to Charleston to live a better life. We will help you get the most out of life, now and in the future.

Where are your clients’ assets?

We use TD/Ameritrade Institutional as our custodian. Once you become a client with them, you simply give us the permission to manage your account for you. The company is the leader in helping independent Registered Investment Advisors with their business. Please don’t send money directly to us!

Do we need to meet in person?

At the beginning of our relationship, we will meet often and in person. There are a lot of things to share and we want to make sure we get you started quickly. However, we understand you are busy with family activities, work and life. We will find out how to accommodate your needs the best way we can.

Do you have quotas to hit?

NO! We don’t have shareholders to please. We don’t want financial-company kick-backs to incentivize us to sell their products. We got rid of all conflicts of interest to be better aligned with you, the client.