Financial Coaching
Structured Investment Strategies.
We're the opposite of what you're used to.
We're the opposite of what you're used to, and that may be exactly the change you're seeking. We utilize investing science to manage investment portfolios.
Financial Freedom isn't a destination, it’s a mindset.
Through thoughtful and proven design, we help reduce the financial stress of making, saving, and spending money. By applying the science of investing, we empower you to achieve better long-term investment outcomes while feeling more confident and in control of your financial future.
Frequently Asked Questions about Financial Coaching
What makes First Financial Coaching different from other financial advisors?
At First Financial, we’re not here just to manage your investments—we’re here to transform how you think about money. Our coaching focuses on training and developing you to make smarter financial decisions based on a new perspective. Through our programs, we help you understand the science behind investing, providing you with the tools and knowledge to make clear, informed choices.
What is the Investor Inventory, and why is it important?
The Investor Inventory is a 90-minute conversation with one of our coaches that helps you reframe how you approach investing and money management. This session is designed to shift your mindset and set the foundation for a more informed and intentional financial journey. Many of our clients find that this conversation alone changes how they view their finances.
How does First Financial’s coaching help me with my investments?
We don’t just tell you where to invest—we help you understand why and how to invest wisely. After you participate in our training programs, we’ll review your current investments and analyze them through the lens of Nobel Prize-winning investment science. This analysis helps you see whether your current strategy aligns with proven principles for long-term success.
What’s included in the complementary financial assessment?
As part of our coaching, we offer a free financial assessment that gives you a complete, bird’s eye view of your current financial situation. This comprehensive overview includes your savings, debts, investments, and more, helping you monitor your financial health and take actionable steps toward your goals.
What are the Investing Experience Programs?
Our Investing Experience programs are designed to educate and empower you, either in-person or virtually via Zoom. These sessions teach you how science-backed strategies can be applied to your investment approach, so you can confidently manage your financial future. You’ll gain insights into the philosophy behind smart investing, not just the mechanics.
Do I need to be an experienced investor to work with First Financial?
Not at all! Our coaching is suitable for anyone, whether you’re just starting out or have years of experience. We tailor our approach to meet you where you are, helping you build a foundation of knowledge and confidence that grows with you. Our goal is to make investing clear, accessible, and actionable for everyone.
How do I get started with financial coaching?
Getting started is simple. Schedule an introductory call or sign up for our Investor Inventory session, where we’ll start to work together to redefine your financial strategy. From there, we’ll guide you through the steps to take control of your finances, whether that’s tackling debt, planning for retirement, or learning to invest smarter.
I already have a financial advisor, is coaching really better?
While a financial advisor can help manage your assets, financial coaching helps you build a deeper understanding of your personal finances and behaviors around them. We train you to make better financial decisions, monitor your own financial health, and apply the science of investing. Think of us as your financial education partner, working with you to help you make clearer, more confident choices.
First Financial Coaching Delivers Results.
"I'm doing pretty good" isn't good enough. We're proud to work with companies that adhere to Global Investment Performance Standards (GIPS) returns that are audited and verified. Along with investment returns, your financial life also has health metrics. Through disciplined coaching, we aim to help you maintain or improve your financial health.