Don't Settle
Take Control of your Finances Today!
We take a Holistic Approach that is Relationship Driven
Don't Settle
Take Control of your Finances Today!
We take a Holistic Approach that is Relationship Driven
Financial coaching
A Unique approach tailored to your specific needs
COACHING OPTIONS
5Fb Foundation Coaching
COMPREHENSIVE GUIDANCE IN AREAS SUCH AS:
Income, Budget & Cash Flow Planning
Becoming “Cash” Strong
Debt Elimination Plan
Housing & Transportation Plans
Insurance Plan
Short-Term and Long-Term Savings Plans
5fb retirement READINESS
INCLUDES ALL FEATURES OF 5FB FOUNDATION PLUS:
Retirement Income & Cash Flow Planning
Social Security Options
Address 3 Key Expenses in Retirement
Housing
Transportation
Insurance
5fb retirement review
INCLUDES ALL FEATURES OF 5FB RETIREMENT READINESS PLUS:
Income Scenarios for Surviving Spouse
Retirement Income & Cash Flow Assessment
Retirement Living Expense Review
A la carte OPTIONS
REPORTS ONLY*
5FB FOUNDATION REPORT:
Includes Financial Snapshot Planning Report with suggested Action Steps
5FB RETIREMENT READINESS REPORTS:
Includes Financial Snapshot Planning Report with suggested Action Steps
Includes Retirement planning Report with Income/Cash Flow Solutions
*No ongoing coaching for implementing plans
Estate Planning 101
GUIDANCE WHILE ALIVE & WELL:
Review Guardianship of Minors
Account Registration Review
Beneficiary Review
Considerations to increase value of the estate and conserve current assets
Guidance on Distribution of Assets
Estate Equalization
Trust Funding Support
Survivor support
AFTER THE LOSS OF A LOVED ONE:
Financial guidance for Surviving Spouse & Family
Income & Cash Flow Analysis and Guidance
Survivor Social Security, Pension and Benefits Review
Investment & Retirement Account Analysis and Support
Life Insurance & Annuity Death Claim Forms Support
Account Registrations & Beneficiary Designations Review
CUSTOM ProjectS
Blue Diamond Financial Coaching LLC also offers a Custom Project hourly fee option.
COMMON PLANNING SERVICES:
Small Business Coaching
Investment Risk & Allocation Review
Major Purchase Guidance
Such as New or Second Home, Home Remodel, Rental Property, Vehicles, Travel, Etc.
Maneuvering Life's Events
Such as Weddings, College, Divorce, Death of a Loved One, Loss of a Job, Etc.