Financial Coach for Millennials
Working With Edgar @FinancialHaus
I'm Like A Personal Trainer For Your Money.
(but no burpies. I promise.)
Is it time that you started taking your finances seriously? I meet people all the time who are frustrated that they can’t get ahead financially. Look, we weren’t taught this “financial stuff” in school. And it can get pretty confusing.
As a financial planner, it’s my job to put a plan together to help you achieve your financial goals. But as your financial Coach, I'm here to teach you what you need to know and get you prepared to play at the next level.
Financial Haus isn’t your typical financial services firm. Don’t expect me to show up all buttoned-up in a tie. But you can expect me to show up passionate to help you grow, with an army of financial professionals behind me, ready to build a plan that supports you.
Look, you don’t need $1M dollars to get started working with a financial planner. But I do want to help you get there.
Edgar's Coaching Options
Starter: Your Financial Coach
- Debt Management
- Customized Savings Plan
- Risk Assessment
- Offensive Strategy
- Annual Action Plan
Starting At
$150/month
+$150 Onboarding
($1,800 Annually)
Premium: Level-Up Strategy
Professionals or Couples:
Protect your family and your assets by organizing and leveraging more financial tools and working to towards goals like retirement, education funds, passive income and vacations.
- Everything from the previous level plus:
- Cash Flow Strategies
- Retirement / Legacy Planning
- Quarterly Online Market Updates + Q&A
- Up to 2 Situational Meetings
- 6-Month Strategy Sessions
Starting At
$200/month
+$200 Onboarding
($2,400 Annually)
Pro: Your Personal CFO
Higher Net-Worth Portfolios:
Run your personal finances as efficiently as your business finances. Your complex situation will have the protection and passive growth needed to achieve your competitive goals.
- Asset Protection Recommendations
- Investment and Portfolio Reviews
- Retirement Income Planning and Strategy Design
- Quarterly Online Market Updates + Q&A
- Up to 3 Situational Meetings
- 6-Month Strategy Session
Starting At
$300/month
+$250 Onboarding
($3,600 Annually)
