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With personal financial coaching Nalini Indorf Kaplan works directly with you on a regular basis in person, over the telephone and via email. You get exactly the information you need - when you need it - with a custom designed coaching agenda to fit your individual requirements. You enjoy the support and privacy of an experienced, personal mentor standing by your side as you journey toward financial freedom. As you progress through the planning process, you gain clarity about your relationship to money and your financial situation. You begin to see how you may best apply your financial resources for maximum effect. You learn what your options are and learn how to make decisions that are best for you. The planning process helps you focus your financial thinking and build a life plan that integrates your goals and dreams with your current financial position, risk tolerance, energy, and time horizon. When we create a comprehensive financial plan we do the heavy lifting in analyzing and developing a customized plan with you. It is specific to your needs, goals and objectives. We analyze your situation, walk you step-by-step through our process and provide a series of recommendations designed to achieve your financial and life goals. The areas covered in each plan include insurance, investments, taxes, retirement, charitable gift planning and estate planning. Each plan contains:
1. Current Situation Review: This describes, in detail, the current state of your financial affairs.
2. Recommendations: This document provides a comprehensive overview of the plan's suggestions, based on what we’ve created together.
3. Suggested Scenario: This is the plan inclusive of our recommendations along with a timeline. We take a comprehensive perspective about your financial, real estate, retirement, insurance, estate plans, and investments, in totality. We do not focus on just your investable assets like a money manager or stockbroker might, but rather look at your whole financial situation. We work with the other members of your wealth-building team, including financial advisors, accountants and attorneys. Comprehensive coaching includes the creation of an integrated financial plan. First we meet with you for a 30-minute session so that you can explain what your financial needs are. Our first session is complimentary. From there, we decide together whether our services are right for you and how we might best work together. Gold Pearl Advisors charges flat fees for comprehensive financial plans based on the complexity of the program. We customize your financial plan without any conflicts of interest. Gold Pearl Advisors does not accept commissions or sell financial products. Schedule a 30-minute complimentary meeting by phone with Nalini. You may do this by filling out the request form below or emailing
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. In this session you’ll explain your financial planning needs and/or coaching needs, ask questions and get a better feel for how Nalini would work with you. This session gives you the details you need to get the coaching that’s best for you.
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How We Work Together
