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Financial Life Coaching and Planning
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Suncoast Advisory Group provides coordinated and comprehensive wealth management
services for our clients based on honesty, integrity, confidence, and strong ethics.
Over the past year Suncoast Advisory Group has implemented some very positive enhancements in our philosophical approach to serving our clients. Specifically, we have directed much of our attention towards how our services can better focus on improving our clients' lives through what we call financial life coaching and planning. Our belief is that any financial plan must start with life as the central focus and then move outward to the services and the products that fit the specific needs of each person. This process greatly increases the likelihood that the objectives of each financial plan will be met with success. From the center of the planning process come four key areas of focus that then lead to the more traditional services offered by financial planners:  Life History: How you arrived where you are today including the life changing events or defining moments that have occurred in your life up to this time. Life Transitions: The changes or transitions that you are currently faced with or expecting to take place in the near future and how these events will impact your finances and the life goals that you have set for yourself and are planning for. Life Principles: The guideposts by which you make important decisions with your life and with your money. Life Goals: What you would like to have, do, or be during the time that you have left to live and how to best accomplish each of these. It is the level of competency, care and integrity of the financial planner that truly differentiates him or her as a professional and not the products that they have available to offer for specific solutions. It is our goal to demonstrate these principles to you throughout our relationship together. Below you will find our Financial Life Coaching Manifest that outlines our commitment to you going forward. We appreciate you as a client and look forward to serving you in the years ahead. • Suncoast Financial Coach Manifest • Suncoast Financial Model • What You Should Know Letter To view and print these publications, you may need to upgrade your Adobe Acrobat reader software (depending on the version you are using now). |
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