life coaches

Wealth Management Firms in Roanoke, Virginia

By Lisa Washington 11 April, 2023 3 mins read

Roanoke wealth management firms provide personal and professional services to their clients. Titan Wealth Management is an example of a full-service financial planning firm. Keith Cox, who is the firm's president and is a registered advisor, has advised clients across the country about investments, estate planning and tax planning.

Beacon Wealth Consultants

Beacon Wealth Consultants charges a fee and provides portfolio management and financial advice. They meet clients to discuss their financial status and investment goals. Once these goals are established, advisors will allocate client assets in a most efficient manner. Clients can choose from a variety investment strategies and model portfolios. 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 also offers business continuity plans that cover operational and financial assessments, and employee and customer communication. Founded in 1997, the firm's CEO, Rick Laymon, received the Certified Kingdom Advisor Award in 2004.

Just Financial Planning, L.C.

Fee-Only financial planning, L.C. Roanoke-based firm Fee-Only Financial planning, L.C. provides financial planning services for individuals and small businesses. Its financial professionals offer guidance in planning and investing for retirement. They can also assist clients in implementing charitable giving strategies and designing business benefits plans. Andrew M. Hudick (Certified Financial Planner) founded the firm in 1981.

Fee-Only Financial Planning, L.C. Three professionals work as researchers and investment advisers at Fee-Only Financial Planning, L.C. They are registered as investment adviser representatives with the state securities authorities. Their fee structure is based on a percentage of assets under management. This fee structure does away with brokerage commissions and taxes that can be charged clients, which is unlike other fees.

Taylor Financial Group Inc.

Taylor Financial Group Inc. specializes as a broker-dealer in long-term loans and real-estate investments. SEC regulates the company. Although it is not allowed to operate in all states, the SEC regulates the firm. It does not imply that the firm is skilled or competent.

The Company is controlled by several shareholders, including the Cole Family and the Taylor Family. The Cole Family holds the majority but the Taylor Family only has a minority share.

Guelich Capital Management

Based in Roanoke, VA, Guelich Capital Management specializes in comprehensive financial services for a range of clientele. Clients at all stages of life are helped by the firm's recommendations for financial strategies that best suit their needs. These services include retirement planning, tax planning, and multi-generational wealth transfer. Clients have the option to meet quarterly with an advisor to help them reach their financial goals. Connie Guelich works in financial services and is a registered Investment Advisor.

This independent firm offers wealth management solutions for 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 with corporate clients on succession and retirement planning.

CAPTRUST

CAPTRUST wealth management offers comprehensive financial service. The company's address is Downtown Roanoke, VA 24411, at 10 S Jefferson St. Suite 1205. CAPTRUST can be described as a tax consultant, financial planning company, or investment company. It has more than $5.5 Billion in client base. It has 13 financial advisors.

CAPTRUST specializes as an investment advisory firm for retirement plans, endowments, foundations and high-net worth individuals. The firm has a team of highly skilled investment professionals, who have expertise in asset management, retirement planning, as well as asset management.

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FAQ

What do life coaches focus on?

The ability to support people to develop their strengths and talents to achieve their goals.

Understand how they think, what motivates them, and where they go wrong. To help them find solutions to problems they have.

To empower them to have control over their lives and give them self-belief.

To help them learn from their mistakes and move on to the future.

Teach them how happiness, health, fulfillment, and success can all be achieved.

To enable them to improve their communication skills.

To encourage them to build strong relationships.

To show them how time can be managed effectively.

To help them understand how to motivate themselves and others.

To teach them to lead by example.

What are the advantages of working with a coach to help you live your best life?

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 will help you prosper!

Is it possible to lose weight with a coach?

A life coach will not necessarily help you lose weight. They can help you reduce stress and develop healthier habits.

This means that life coaches can help you make positive lifestyle changes, such as losing weight, exercising more, or managing your time better.

What will I get from my life coaching session?

During your first session of life coaching, we will talk about your goals and needs. Then, we'll identify the obstacles that are preventing you from achieving your goals. Once we've identified any problem areas, we'll create a plan for you to reach your goals.

We will check in every month to make sure things are moving according to plan. If there's anything you want us to address, please let us know.

We're here to guide you through the process. You will always feel supported.

What do I have to pay upfront?

No, payment isn't required until after you receive your final bill.

Numerous life coaches don’t require any upfront fees, so you can start to reap the benefits of their expertise quickly and without spending anything.

You will need to agree to a price if you hire a coach before you start your relationship.

How many clients does a life coach need?

For you to be a good coach, it is important that you develop yourself. You need to grow as much as possible and become an expert on yourself. You'll always be ready to help others.

You want to create a solid foundation for your business. This requires you to understand yourself and your best operating methods.

You will be able use the same motivators to motivate your employees and clients once you understand what motivates.

You want to have at least 5-10 clients, but if you're doing well, you may have 100+ clients.

Statistics

According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.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)
According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.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)

External Links

ncbi.nlm.nih.gov

tonyrobbins.com

inlpcenter.org

The World's First Online NLP Institute - Get the Best NLP Certification & Training

coachingfederation.org

International Coaching Federation

How To

Which problems can life coaches resolve?

Life coaching is an effective method for dealing with personal issues such anxiety, stress, depression, self-doubt, relationship problems, career challenges, and other difficulties. It helps clients reach their goals by helping them to identify what they want, and creating strategies that will help them achieve those goals.

Life coaching has many benefits for clients. They learn how to: