Financial Planner in Mt Pleasant, South Carolina

South Carolina

MoneyCoach

(no reviews)

000-000-0000

887 Johnnie Dodds Blvd #213 Mt Pleasant SC 29464

www.moneycoachfg.com

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Business Description

WHAT WE DO?
We are building the firm Patrick wish he could have hired 20 years ago! As a former professional hockey player, he needed a financial advisor early in his life. However, he couldn't find one that could help him with everything he needed. They just wanted to focus on managing his investments!!! He had to figure it out himself. He also found out that he wasn't the only one. People need much more than investment management, they need a more holistic approach to financial planning.

At MoneyCoach, we put a lot of importance on clients' cash flow. Richard Branson, founder of the Virgin group, once said: ""Never take your eyes off the cash flow because it's the life blood of business"". And we feel the same about personal finance. Helping our clients better manage their money, will not only help them build wealth but also live a life full of freedom.

WHO WE HELP?
We help Generation Y professionals that want to start their career managing money the right way. We also help Generation X families that are tired of feeling insecure about money and what they need to do to reach all of their financial and life goals.

WHY IT MATTERS?
Money in itself is not important, but so much of our life depends on how we manage it!!! Our firm believes that taking care of our finances has a large impact on our quality of life. A lack of control over money has been known as a major source of stress and a primary cause of divorces.

Therefore, we believe that our work as financial planners have to take a deeper look into our clients' finances.

WHY IT WORKS?
Personal finance success comes from having your own customized financial plan and discipline/patience in its implementation. We use many coaching techniques that Patrick learned throughout his athletic career to help our clients stay engaged and excited about their new future.

Main Financial Planner Photo For MoneyCoach - Mt Pleasant, SC

Mission Statement

Not that money is everything, but so much of our lives depend on how we manage it!

MoneyCoach was created in 2016 with a focus on guiding families through enjoying more of every dollar they earn. We are a fee-only fiduciary firm. Our firm is lead by Patrick Traverse, a CERTIFIED FINANCIAL PLANNER™ and retired professional hockey player. Patrick is also joined by Pedro Alcantara.

We are based in Mt Pleasant, SC but have clients throughout the country. We understand that our clients are busy with work, family activities and living their lives. We help them also have their family finances as part of their priorities by taking on much of the work they need to take care of, and educating them on everything they need to know.

We are proud of the work that we do for our clients and our community.

Key Contacts

Patrick Traverse

Owner And Founder Of Moneycoach. Patrick Is The Lead Certified Financial Planner™ On The Team. You Can Reach Him At Patrick@moneycoachfg.com.

Pedro Alcantara

Pedro Is An Associate Financial Advisor At Moneycoach. Together With Patrick, He Helps With Our Client Daily Needs. You Can Reach Him At Pedro@moneycoachfg.com

1) Holistic Financial Planning

The scope of work with help our clients with is broad. Not only do we help with investment management, but we also guide our clients with Cash Flow Management, Estate Preservation, Tax Planning, Insurance Consulting, College Affordability Planning and Business Consulting. All of these services play hand in hand. Therefore, we feel it is important that we help our clients with them all.

2) Investment Management

We pride ourselves with our risk management process. We believe that avoiding our clients to suffer large losses is one of the most important aspects of investing. We use a combination of tactical and asset allocation methodologies to help our clients get a healthy return in the market while reducing unnecessary risks.

3) Cash Flow Management

We feel that the most important aspect of financial planning is Cash Flow Management. If our clients are spending more than they can afford, they won't be successful. For that reason, we have created simple yet effective techniques that gives our clients spending guidelines. With a few tweaks, our clients can more effectively save the money they need to get on the path of achieving their financial goals.

4) College Affordability Planning

Student loan debt is not only affecting the future of our students, it is also adding to the financial burden that many families will have. The added debt can mean that a couple will not be able to prepare to retire when they would like. We understand the importance of guiding our clients to find the right major, the right school at the right cost for our students.

5) Business Consulting

Many of our clients are small business owners. They have a passion for their business. Their business finance can be somewhat overwhelming. Complementing the work we do with Personal Cash Flow Management, we also give a Cash Flow structure for our business owners as well.

With this structure, they are able to find efficiencies in their business and know how much money they should be spending to grow their business and what they should bring home depending on the size and type of their business.

Service Locations

Financial Planner Mt Pleasant - Financial Advisor Mt Pleasant - Holistic Financial Planning Mt Pleasant
Cash Flow Management Mt Pleasant - Tax Planning Mt Pleasant - Estate Preservation Mt Pleasant

Serving Area:

Mt Pleasant, Ladson, Summerville, Charleston, North Charleston, Goose Creek, Awendaw, Mcclellanville, Ridgeville

Counties

Berkeley, Charleston, Georgetown

Serving Zip Code:

29464, 29450, 29492, 29458, 29453, 29440

Latitude

32.8093561

Longitude

-79.8707561