Individual Financial Planning and Wealth Management
The Financial Coach does not typically advise individual investors except via his online courses and coaching programs. For Individuals and families interested in personalized planning and investment management services, interested parties are referred to Blue Ocean Portfolios, a SEC Registered Investment Advisory Firm. Blue Ocean Portfolios is recommended due to their Fee Only approach and low cost index/ETF investment styles. The Financial Coach does operate under a compensated marketing agreement with Blue Ocean and details of that can be found under the disclosures tab. For individuals requiring The Financial Coach’s specialized planning or requesting his individual services, fees range from an hourly rate of $2,500 to a bundled investment of $10,000 for 10 hours of planning and consulting.
Individual Personal Coaching and Business Development
The Financial Coach, Bryan Binkholder has individual coaching and business advising programs ranging from small groups of 15 people to one-on-one coaching. Fees for the personal one-on-one are $19,997 for a one year term and include two full days with Bryan, monthly calls and quarterly conferences with other coaching members (personal or business). Small group coaching programs range in price from $9,800 to $14,500. Please contact Sara at 636-530-9393 to discuss options and availability.
Pension Plans & 401k Sponsors:
The Financial Coach, Bryan Binkholder, will directly assist by providing ‘Participant Education’ which is mandated by ERISA requirements. The Financial Coach can also assist in questions you may have or in reviewing your plan design to insure you are complying with the Fiduciary Standards required by law. Call 636-530-9393 to arrange a meeting and to discuss fee arrangements for your specialized program.
For Speaking to Your Organization or Group:
Bryan’s lively events are exciting, highly educational & motivational in nature. His sense for what people go through and the tactics that are used to cause many people to stumble in life are real eye openers for groups. Contact our office for a list of speaking topics or if you have specific needs, The Financial Coach can craft a message especially for your group. Call 636-530-9393 to discuss. Speaking fees depend on the venue, message, and ability for cross promotion.
Real Estate & Business Conferences:
The Financial Coach is prepared to show the nuts & bolts of real estate investing & business development with your group. Fees and services vary but speaking engagement fees regarding real estate investing and techniques of management typically range between $7,500 to $20,000 depending on your needs or requests. Please contact our office for further informatio