life coaches

Wealth Management Firms Roanoke Virginia

By Lisa Washington 6 June, 2023 3 mins read

Wealth management firms in Roanoke, Virginia provide professional and personal service to clients. Titan Wealth Management is an example of a full-service financial planning firm. Keith Cox is the president of the firm and is a registered financial adviser who has provided advice to clients all across the country regarding investments, estate planning, tax planning, as well as other matters.

Beacon Wealth Consultants

Beacon Wealth Consultants, a fee-only company that offers financial planning and portfolio management services, is available. They meet with clients in order to discuss their financial situation, investment goals, and other relevant matters. Their advisors then allocate client assets in the best way possible after establishing their goals. They offer a wide range of investment options and model portfolios that can help clients reach their goals. To meet their goals and to manage risk, clients can choose from aggressive or conservative growth strategies.

The firm offers financial planning and investment services to both individuals and businesses within the Lynchburg metropolitan region. It offers business continuity plans that include operational and financial assessments, employee and customer communication, and also provides business continuity planning. Founded in 1997, the firm's CEO, Rick Laymon, received the Certified Kingdom Advisor Award in 2004.

Just Financial Planning L.C.

Fee-Only, L.C. Financial Planning Roanoke, Virginia-based firm providing financial planning services to individuals as well as small businesses. Its financial experts provide guidance on investing and planning for retirement. They help clients create business benefit plans and implement charitable gift strategies. Andrew M. Hudick was a Certified Financial Planner who founded the firm.

Fee-Only Financial Planning L.C. Three professional staff members work as both investment advisers or researchers for Fee-Only financial Planning, L.C. They are registered as investment adviser representatives with the state securities authorities. Their fee structure depends on the assets under management. This fee structure does not include brokerage commissions or taxes.

Taylor Financial Group Inc.

Taylor Financial Group Inc. (an independent broker-dealer) specializes in commercial and long-term real estate loans. SEC regulates this firm. It is not registered in every state, but most states allow it to operate. This registration does not mean you have to hire the company.

The Company has several controlling shareholders, including the Taylor Family and the Cole Family. While the Cole Family controls the majority, the Taylor Family is a minority shareholder.

Guelich Capital Management

Guelich Capital Management, located in Roanoke VA offers comprehensive financial services for a variety of clients. The firm helps clients in every stage of life by recommending financial strategies that are customized to meet their needs. These services include tax planning, retirement planning, and multi-generational wealth transfers. Clients have the option to meet quarterly with an advisor to help them reach their financial goals. Connie Guelich, a registered investment advisor, has been involved in the financial services sector since 1980.

This independent firm offers wealth management services for both individuals and companies. The firm offers financial planning advice to clients and helps them avoid costly errors. This will help them succeed in their careers as well as their retirement years. The team also works closely with corporate clients to design succession plans and retirement plans.

CAPTRUST

CAPTRUST Wealth Management is a firm that offers comprehensive financial services. The company is located in Downtown Roanoke. CAPTRUST has been listed as a financial planning and investment company. The firm has a client list of over $5.5 billion. It employs 13 financial advisors.

CAPTRUST specializes providing investment advisory services to retirement plans, foundations, and individuals of high net worth. The firm's investment team includes highly-skilled professionals who are experts in asset management, retirement planning and asset management.

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FAQ

How can I tell if I have a life coach I need?

If you feel like you're not living up to your potential, you could likely benefit from some extra help. If you've failed at something before, it's a sign. Maybe you are having trouble sticking with your goal long enough so that results can be seen.

You may have stress-related burnout if you are having trouble managing your personal and professional life.

These obstacles can be overcome with the help of life coaches.

What are the steps involved in life coaching

Life coaching isn't about solving problems. It's also about helping people discover their passions, and how they can apply this passion to improve their lives.

Life coaching helps you to identify your most important values and equips you with the tools you need to live the life that you desire. It helps you take control of your future by discovering who you are and where you want to go.

In addition, I believe coaching helps you develop an understanding of yourself and others, leading to greater self-awareness and empathy - two essential qualities for a healthy relationship. Coaching provides tools to help you become a better friend, parent, mentor, and partner.

What is the average cost of a life coach?

Life coaches usually charge between $100 and $500 per session.

Depending on the type of coaching you seek, their average time working on a client case is between two and three months.

A typical fee includes an initial consultation and assessment, followed by weekly phone calls and/or Skype sessions to discuss progress and plan future steps.

A coach can offer guidance and support to clients as well. They will help them set goals, identify their issues, devise strategies for overcoming obstacles, and solve any problems.

What are the benefits of having a life coach?

A life coach helps you live a better life by helping you achieve goals, overcome obstacles, change habits and become happier.

A life coach also helps individuals to develop self-awareness, build confidence, improve relationships and increase motivation and productivity.

A life coach is a person who helps you succeed.

Statistics

According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)

External Links

ncbi.nlm.nih.gov

How To

What is a Life Coach? How can they help you?

A life coach helps people improve their lives by providing advice on personal development, career guidance, relationship counseling, business coaching, financial planning, health & wellness, and more.

Life coaches provide support and assistance to individuals looking for positive changes in their lives. A life coach can also help those who are struggling with anxiety, depression, addiction, grief and stress, loss, trauma, trauma, or any other issues.

Life coaches may use a variety of methods to assist clients in achieving their goals. Motivational interviewing (MI), goal setting and self-reflection are the most popular methods. Other techniques include cognitive behavioral therapy, emotional Intelligence, mindfulness meditation, cognitive behavioral training, assertiveness coaching, cognitive behavior therapy, cognitive behavior therapy, cognitive behavioral treatment, and other.

Life coaching was developed as an alternative to traditional psychotherapy. While coaches typically cost less than therapists, they offer similar services. Life coaches often specialize in specific areas such as love relationships or parenting. Some coaches focus exclusively on working with adults, while others work primarily with children or teens. Other coaches could be trained in areas such as nutrition, exercise, performance, education, and sports performance.

These are some of the benefits of life coaching: