Comprehensive and Strategic Planning

Wealth Coach of North Carolina offers clients comprehensive financial planning strategies to meet their individual, family and business needs. Creating a comprehensive plan focuses on our client's mission, vision, values and goals. From there, our job is to help clients utilize the right tools and tactics to achieve those goals. Comprehensive financial planning means considering all aspects of your financial future and implementing a strategy that works for your life.

Steve received his Certified Financial Planner (CFP) designation from the College of Financial Planning in Denver, CO.  This designation required planners to be proficient in a variety of financial planning topics including insurance planning, investment and securities planning, state and federal income tax planning, employee benefits planning, asset protection planning, retirement planning, estate planning and more. This designation requires a combination of education and experience and helps us provide best strategies and solutions to every client.