Financial Coach

Financial Coach FC Advisory LLC is a registered investment adviser dba Financial Coach. No testimonials please. Fee-only Financial Planning & Investment Advisory Services

Disclaimers apply: www.financialcoachgroup.com/disclaimer No specific investment advice intended. Contact us today to inquire about scheduling a complimentary introductory meeting with our team of financial planning coaches. (484) 887-0452
[email protected]

Visit our website to learn more about our team, our philosophy, and the services we offer. www.financialcoachgroup.com

08/24/2026

Every year of retirement looks a little different. Some years call for pulling more from one account. Some call for filling up a tax bracket on purpose before it's gone.

In this clip, Kevin walks through how we think about timing, sequence, and source: the three questions behind every withdrawal decision in the Retirement Game Plan.

–(Please refer to our profile 'About' section for compliance disclosure information.)

In our experience, happy retirements come down to three things:1. Enough money to live the life you want.2. An intention...
08/21/2026

In our experience, happy retirements come down to three things:

1. Enough money to live the life you want.

2. An intentional strategy that helps you make the most of the wealth you’ve built.

3. A full life filled with fun activities, good health, and meaningful relationships.

At Financial Coach, we often work with people who have already accomplished #1. Our job is to help them make the most of #2 and #3.

What would be in your trunk if you stopped working tomorrow?

–(Please refer to our profile 'About' section for compliance disclosure information.)

08/17/2026

Retirees tend to underestimate how much growth their portfolio has left in it.

This is extremely important if you have saved more than you need and want to leave wealth to the next generation.

(Numbers are illustrative only. No performance is guaranteed.)

–(Please refer to our profile 'About' section for compliance disclosure information.)

Most of our clients are from Chester and Delaware County, but through the power of Zoom, did you know we serve several c...
08/14/2026

Most of our clients are from Chester and Delaware County, but through the power of Zoom, did you know we serve several clients across the country?

Here’s a map highlighting the states we currently serve clients in.

If we can help one of your friends or family members, don’t let proximity get in the way of an introduction.

–(Please refer to our profile 'About' section for compliance disclosure information.)

08/10/2026

Imagine a couple in their early sixties.

✅ Recently retired
✅ Several million dollars saved
✅ Real estate paid off
✅ No other debt.

They already know they're fine.

But they’re still asking questions…

Should we be doing Roth conversions? (And what are they?)

Are we just going to leave a big chunk of money in an inheritance some day?

Could we pull out a larger chunk to help our kids with down payments?

Could we be saving on taxes if we gave to charity in a different way?

In this clip, our team walks through a scenario like this one and introduces the concept we call asset location: deciding which account funds which need, and when.

–(Please refer to our profile 'About' section for compliance disclosure information.)

08/07/2026

A lot of people put off talking to a financial advisor because they assume the conversation ends with someone telling them exactly what to do with their money.

We understand that instinct, and we work differently.

Our job isn't to take over. It's to lay out your options, walk through the trade-offs honestly, and give you the clarity to make the decision that's right for your family.

You stay in the driver's seat. We just make sure you can see and navigate the road ahead.

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(Please refer to our profile 'About' section for compliance disclosure information.)

08/03/2026

We avoid making investment changes because of what the market is doing.

We make them because of what's happening in a client's life.

In this clip, Owen explains the one thing that almost always drives a change in a client's strategy and why it's almost never the market. ▶

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(Please refer to our profile 'About' section for compliance disclosure information.)

If you're heading into retirement without a clear picture of where your income is coming from, our personalized Discover...
07/31/2026

If you're heading into retirement without a clear picture of where your income is coming from, our personalized Discovery Workshop is where that conversation starts.

We'll map out your retirement paycheck, build the order of operations, and put the Retirement Game Plan in place before you need it.

Anxiety around money in retirement is more likely about clarity than scarcity.

financialcoachgroup.com/contact

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(Please refer to our profile 'About' section for compliance disclosure information.)

07/27/2026

A client bought Apple years ago. Another bought Bitcoin. Both watched it grow into the biggest position in their portfolio by far.

And both had a really hard time selling any of it.
That's human, but when one investment grows to the point where a bad year for that company could blow up everything else (the home, the kids' college, the retirement plan), holding on stops being conviction and starts being risk.

In this clip, Kevin walks through how we keep clients invested in the positions they believe in while building guardrails around how much of the overall plan any single bet is allowed to put at risk.

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(Please refer to our profile 'About' section for compliance disclosure information.)

Lots of people spend their entire working lives focused on one investment number: the balance.The balance when they reti...
07/24/2026

Lots of people spend their entire working lives focused on one investment number: the balance.

The balance when they retire doesn't tell them how much they can spend. It doesn't tell them which account to pull from first. It doesn't protect them from a bad sequence of early returns.

The balance is the starting line, not the plan.

Source: LIMRA · Just 1 in 5 retirees have a formal written retirement plan

–
(Please refer to our profile 'About' section for compliance disclosure information.)

Address

West Chester, PA
19380-19383, 19388

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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