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Personal Coaching

At Sound Coaching Inc. we endeavor to help individuals recognize facilitate and achieve their Financial Goals. We also help people work play and truly live at a higher perceptible plain.

We have found that most successful people have an Accountant, Lawyer, Financial Planner and an Insurance Agent that they work with. But unfortunately most of these professionals don’t know each other, so they can’t work as a team. In fact many times they wind up competing with each other to compliment their professional interest rather than their clients needs. This leads to a situation of conflicting goals and strategies. At Sound Coaching Inc. each of our Financial Coaches are financial coaches first and a specialist in their chosen field whether it be Tax preparation and Planning, Financial Planning, Insurance, or Legacy Planning second.

We will bring an inter-disciplined approach to your personal financial situation. Through our coaching system we quantify, qualify and measure your ever-changing financial situation. We plan and prepare your taxes and help manage your investments taking into consideration your goals and risk parameters. We establish goals, review your cash flow and work on time management strategies. For our younger clients we develop plans to assist you in getting you into your first home, educate your children and solidify your retirement resources. For our clients who are in the “Autumn” of their years, we work on establishing life long income, the ability to pass assets onto heirs, and protect assets and life styles from the vagaries of being a senior in an ever-changing world.

This methodology develops a truly holistic plan that reflects your short and long term needs. But more importantly and this is where we truly shine we stand by your side to implement this plan striving to as our slogan states to make our clients Health Wealthy and Wise.

Hi I am Bob Walsh the president of Sound Coaching.

For a free complimentary consultation give
us a call at (203)371-4242.

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