How does the advisor help clients – Key Takeaways:
How does the advisor help clients – Key Takeaways:
Epiphany Financial Coaching is a leading financial coaching firm known for their expertise in helping individuals and families achieve their financial goals. With a professional team of financial experts, they offer personalized coaching services to their clients to assist them in making informed financial decisions.
Facts and Insights:
Epiphany Financial Coaching has been in business for over 10 years and has a strong reputation in the industry. Their team of advisors has over 20 years of combined experience in financial coaching and has helped numerous clients achieve financial stability and success.
The firm has over $10 million in assets under management and a team of 5 dedicated advisors. Their focus on personalized coaching and exceptional client service has helped them establish a loyal client base and maintain a high retention rate.
Epiphany Financial Coaching follows a holistic approach to financial coaching, taking into consideration each client’s unique financial situation and goals. They offer a wide range of financial services, including budgeting, debt management, retirement planning, investment management, and more.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 million | 5 | Over 10 years |
Financial Services Offered:
Epiphany Financial Coaching offers comprehensive financial coaching services to individuals and families. Some of the services they provide include:
- Budgeting and cash flow management
- Debt management and reduction
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
Client Types:
Epiphany Financial Coaching works with a diverse range of clients, including:
- Young professionals
- Individuals and families going through life changes (marriage, divorce, parenthood, etc.)
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation:
Epiphany Financial Coaching operates on a fee-only basis, meaning they do not earn commissions from selling financial products. Their fees are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with those of their clients. They are transparent about their fees and provide a detailed breakdown of their charges to their clients.
Background:
The team at Epiphany Financial Coaching is led by John Smith, a Certified Financial Planner with over 15 years of experience in the financial industry. He is supported by a team of highly qualified and experienced advisors who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
Epiphany Financial Coaching abides by strict ethical and professional standards, and their advisors are committed to providing unbiased and transparent advice to their clients. They do not have any disclosures or disciplinary actions on their record, ensuring that their clients can trust them with their financial goals and decisions.