How We Approach
The Money Coach Team helps you build a fundamental yet solid financial foundation. We convey money concepts and enhance your understanding of financial management through Personal Financial Checkups. Furthermore, to help individuals, families, and business owners achieve their diverse financial goals, we collaborate with expert groups such as financial planners, tax accountants, and lawyers as needed to provide comprehensive services.
1
Initial Meeting with a licensed Agent
고객님의 궁금하신 점과 재정목표에 대해 먼저 파악하는 것은 재정관리의 출발이 됩니다. Money Coach Team은 다년간 고객의 재정관리 경험이 있는 agent로 이루어져 있습니다. 고객님의 니즈에 맞추어 다음 단계를 준비합니다.
2
Money Coach Consulting
미국의 재정관리 시스템은 매우 복잡합니다. 대부분의 고객은 한국에서의 경험 혹은 주변인에서 얻는 정보 등으로 자신의 재정을 관리하시고 계신 분들이 많습니다. 고객이 본인의 재정관련 어떤 결정을 내리기에 앞서 기본적인 재정 개념을 배우도록 하는게 바로 Money Coach의 목표입니다. 이 시간을 통해 고객이 본인의 Financial Decision Maker가 되도록 도와드립니다.
3
Personal Financial Checkup
A Personal Financial Checkup is a process designed to provide clients with more information to make financial decisions and to help them establish financial needs and goals. During the PFC, an agent explains basic financial principles to individuals, families, and business owners in easy-to-understand language. Through this process, the client's overall financial situation is reviewed by discussing their current circumstances and future financial goals.
4
Financial Planning
We develop a financial plan to realize the goals established through the Personal Financial Checkup. Depending on the case, we collaborate with a group of experts (tax accountants, lawyers, etc.). We are affiliated with leading financial service companies in the United States to provide optimal plans.
Book Free Consulting
The Money Coach Team provides free consulting for clients' financial management.
Please leave your inquiry and contact information, and we will respond within 24 hours.