Special Services

Wealth Coach of North Carolina specializes in three main areas of financial planning:

1. Comprehensive and Strategic Planning (Personal and Business) in three key areas:

       A-Financial Independence - Retain sufficient resources to protect your financial                        security and maintain your desired lifestyle 

       B-Family Legacy - Transfer what you have, to whom you want, when you want, the way you want 

       C-Social Capital Legacy - Direct your social capital in a manner consistent with your personal values 

2. Charitable Gift Planning

3. Special Needs Planning

Our specialized designations guarantee that our knowledge, abilities, and experience will meet the needs of each individual client. Our special designations include:

- Certified Financial Planner (CFP)

- Chartered Life Underwriter (CLU)

- Chartered Financial Consultant (CLU)

- Chartered Advisory Philanthropy (CAP)

- Chartered Special Needs Consultant (ChSNC)