Our highest goal is that you have a successful investing experience. We invite you to leave the crystal balls of Wall Street behind, and invest using a disciplined approach to global diversification.

At The Financial Coaching Group, our services are designed to deliver a consistent investment experience over time. You get exclusive access to our investment portfolios comprised of institutional-grade mutual funds, offered through our network of co-advisors.

Importantly, The Financial Coaching Group’s advantages are obtained at a significantly lower cost than with typical advisors and brokers. Our portfolios are based on over 50 years of academic research, and are carefully designed to minimize costs and taxes.

With The Financial Coaching Group you receive:

• FIRST:
  Customized portfolio solutions focused on your goals and risk tolerance.
• SECOND:
  True, global diversification consisting of over 12,000 securities, in over
  40 countries, in 15+ asset classes.
• THIRD:
  Written Free-Market Investment Analysis (FMIA).
• FOURTH:
  Potential reduction in portfolio volatility through lower correlation and reduced overlap.
• FIFTH:
  Increased potential to receive rates of return in line with their risk tolerance.
• SIXTH:
  Access to low-cost institutional funds.
• SEVENTH:
  Investment portfolios specifically designed for taxable accounts and tax-deferred accounts.
• EIGHTH:
  Quarterly reports that clearly and concisely show how your money is invested, historical returns and more.
• NINTH:
  24/7 secure online access to all accounts that clearly and concisely show how your money is invested, allocated in asset categories and more.
• TENTH:
  Quarterly coaching educational events that will keep you up to date on current portfolios, philosophies and answers to the 20 Must-Answer Questions for investing peace of mind!