Money​/Retirement Planning/Investment Strategy/Insurance

Communication​/Moving Forward/Purpose/Balance

 

FINANCIAL COACHING

What Is Financial Coaching?

Financial Coaching Is a Collaborative, Educational Relationship That Empowers You to Achieve Financial Freedom

​

Key Ideas

1. Why becoming wealthy and financially independent sometimes requires a coach.

2. How coaching can make a significant difference in your financial success.

​

There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that.

The problem isn’t knowing what to do – the problem is getting it done.  Financial coaching bridges that gap by providing a powerful, professional partnership designed to produce action.  It can save you time and money by helping you avoid the many dangerous pitfalls and dead-end paths on the road to financial freedom and wealth building.

​

​

​

​

​

​

​

​

​

​

​

​

​

 

Our Services

At Marsha E. Dudley, LLC  we provide expert assistance in the following areas:

​

Financial Checkups:

​

Specific, targeted reviews in the following areas:

• Retirement: Rollovers,401(k) reviews, investment selection, asset allocation

• Investing: Portfolio assessment and expense reduction, asset allocation, risk tolerance, investment selection

• Windfalls: planning options for inheritances and large cash settlements

• Insurance: Life, health, long-term care, disability. Reducing home and auto insurance costs

• Estate Planning: wills, trusts, power of attorney, health care directives, attorney referrals

• Budgeting and debt reduction

• Real estate investment planning: deferring capital gains

• 2nd Opinions: On any financial product or service

• Custom services

• Pre-Marital Financial Coaching: Discuss, bank accounts, credit score and debt before you say, "I Do!"

• Financial Wellness Workshops: Discover how financially healthy you really are

​

Investments and Advisory Services:​

• Portfolio design and asset allocation modeling

• Mutual fund selection

• Reducing portfolio expenses

​

Business Planning:

• Investment Policy Statements

• Business Exit Planning

• Financial Planning as an employee benefit

• 401(k) and retirement plans

​

Insurance:

• Disability Income Insurance

• Life Insurance

• Long Term Insurance

• Individual Insurance

​

• Financial Planning:

• Budgeting/Money Management

• Debt Elimination

• Credit Report Reviews

• Retirement Plans

• Tax Plans

• 401k Planning

• 403b Planning

• College Plans

• Estate Plans

​