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The Family CFO Experience

Simplify Your Financial Life

At Coastal Strategic Capital, your priorities come first. Through our six-step process, we gain a thorough understanding of your financial needs and values, enabling us to create a customized strategy tailored to your goals. Our focus is on fostering a strong, enduring partnership to support you throughout your financial journey.

Discovery Conversation

  • Identify what's important to you and what you want to change and improve
  • Inventory your assets, liabilities, cash flow, and liquidity
  • Determine areas where we can add value, discuss how to engage with us

Current Financial Position

  • A written assessment of your existing holdings and strategies to identify strengths and weaknesses
  • Detailed analysis of retirement income planning, investment planning, risk management, business planning, asset allocation, tax efficiency, cash flow, and estate planning
  • Benchmark where you are compared to where you want and need to be

Wealth Action Plan

  • Specific investment recommendations and financial strategies based on your plan
  • An individualized checklist and timeline to help support your progress
  • Establish new accounts, fill in insurance gaps, restructure liabilities, and take other action items as needed

Implementation

  • Referrals to other trusted professionals to help implement parts of your plan as needed or work within your existing advisory team
  • Accounting and legal, insurance, business advisory services, and banking
  • Business and entrepreneurial coaching

Monitoring

  • Investment portfolio and wealth strategy reviews quarterly
  • Access to a web-based system that gives you a daily updated single view of your financial life
  • Goal progress monitoring to keep you on track and adjust as needed

Proactive Planning

  • Accessibility via calls, meetings, events, and with timely responses to all inquiries
  • Assistance with navigating the financial implications of life's various transitions
  • Forecasting of scenarios to give confidence in all financial decisions

Build the Financial Future You Envision

We act as your Family CFO to provide the strategies, resources, and accountability to help maximize and safeguard your wealth.

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Our Services

Our firm offers a comprehensive suite of services to help you take the appropriate steps toward your ideal future.

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Our Approach

With our approach, all the pieces of your financial life come together with precision and care, creating a clear path to your goals.

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Contact Us

Take the first step to striving for the confident financial future you desire. Schedule a consultation with Coastal Strategic Capital.

Contact Us Today