Money Coach
매일 고객들을 만나면서 느끼는 점은 미국에 사는 대부분의 고객 다수가 재정적인 기본 컨셉에 대한 이해가 부족하다는 것입니다. 학교나 집에서 배우지 못한 재정개념을 "머니 컨셉"을 통해 고객이 자신의 재정관리에 있어 현명한 판단과 결정을 내릴 수 있도록 도와드리는 것이 Money Coach가 고객의 Life Time과 함께 할 수 있는 이유입니다.
Money Coach
UYMM
UYMM stands for 'Understanding Your Money Matter' and provides education on how your earned money works in the United States, including earning, spending, saving, and paying taxes. We help you make your own decisions regarding financial management.
PFC
PFC is a Personal Financial Checkup that examines your current financial status and conducts checkups for financial balance, protection, and retirement preparation. Through this process, we build a shared understanding to achieve your financial management goals and set goals for a better present and future.
Financial Plan
고객님과 함께 setup한 Goal을 이루기 위한 재정플랜을 추천해드립니다. Goal은 생명보험, 은퇴, 상속 플랜 등 다양합니다. Money Coach는 그 플랜이 Goal을 이루는데 어떻게 작용하는지 설명해드립니다. 재정플랜은 경우에 따라서 변호사, 세무사, 회계사와 콜라보로 이루어집니다.
Lifetime Care
Money Coach는 고객님의 재정을 평생 관리해드립니다. 정기적으로 재정관리를 위한 정보를 제공하고 매년 고객님의 재정플랜을 review해드립니다. Money Coach는 필요한 정보와 플랜을 제공하며 고객님의 평생의 재정건강을 위해 함께합니다.
We Help You Make Your Financial Decision!
The U.S. financial system is different from that of Korea and is highly complex, making it difficult to properly understand how to earn money, save effectively, minimize taxes, and live comfortably until retirement. At Money Coach, we are licensed professionals dedicated to helping you make informed decisions regarding your personal financial management, leveraging years of experience and know-how. Furthermore, we work closely with experts in various fields to help you achieve your financial goals.
Military Family, 10 Years into Immigration
My husband retired in our fifth year in the U.S., and we met a Money Coach four years into our new life. We thought our retirement preparations were no problem since we had a pension and health insurance benefits, but meeting a Money Coach gave us a major realization. Now, I have the confidence that we can build a more stable present and enjoy a prosperous retirement. - Kim Mi-seon, FL -
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.