The Financial Coach Approach

The Financial Coach Approach is a unique seven step process developed by Murray D. Morton, BA, CLU, CFP®, ChFC, “The Financial Coach”, focusing on an individual’s lifestyle and financial goals and helping them live more balanced lives.

Seven Steps of The Financial Coach Approach Process

  • The Financial Coach Approach Discovery Process
  • The Financial Coach Approach Financial Strategy
  • The Financial Coach Approach Investment Policy Statement
  • The Financial Coach Approach Deep Simplicity Strategy
  • The Financial Coach Approach Asset Allocation Analysis
  • The Financial Coach Approach Life Time Achievement Process
  • The Financial Coach Approach Future Focus Format
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The seven steps include discovering and focusing on the dangers you wish to eliminate, strengths you wish to build on and opportunities you would like to take advantage of.

The Financial Coach will discuss your financial situation today, listen to your hopes and dreams for the future, and provide solutions to help you get where you want to be.

The Financial Coach believes that money must always be viewed as to its purpose – funding retirement, educating children, charitable giving, and minimizing taxes – and will use his knowledge and expertise to formulate unique strategies for you.

The Financial Coach says “The most important aspect of a financial plan is a good night’s sleep ”

With over 35 year’s experience, The Financial Coach has helped hundreds of people realize their hopes and dreams.

The Financial Coach and The Financial Coach Approach are TM & 2010 of The Financial Coach Inc.