Broker Check

Christa Coates

(845) 202-7380

The Value of Comprehensive Planning

When you retain our services, we walk you through a comprehensive financial planning process,that results in significant value. You also are entering into a relationship, founded on a commitment to collaborate with you and serve your personal financial needs above all. Before we make any recommendations, we first take the time to fully understand your unique situation. Only then, do we create the strategies to help provide solutions to achieve your goals and help you stay on track as your situation changes.

The Value of a Team

While we manage the financial planning process, we also have access to additional support from local and national teams of specialists. Our firm provides access to specific technical behind-the-scenes assistance and abundant intellectual capitol that ensures clients receive the highest level of financial planning advice.

The Value of a Personal Financial Coach

Our work is to help you reach your financial goals and figure out what you need to do now, so that your happiness isn’t interrupted mid-stream. A business hires a coach to help it grow, and make it more profitable. In a similar way, one hires my team to identify your goals – and we act as a coach to help make it happen.