Financial Behavior Coaching Led by a Professional
Some investment and wealth management firms get stuck in a rut of advising an individual portfolio or situation. At Angell Capital Management, our behavior coaching model is focused on coaching you as a person, not as a portfolio. Through our professional advisement, our team will assist you in navigating the ups and downs of relevant markets. We will coach you through both times of investment downfall and times of great success.
By relying on an experienced financial advisor for feedback on the state of your investments and financial planning, you have a great resource to lean on while trying to make the best decisions for you and your family’s financial future. The market can be volatile, causing a rush of emotions and knee-jerk reaction from investors. Instead of taking a reactionary stance, behavior coaching through Angell Capital Management helps clients ride out the unsettling periods.
Aspects of Financial Behavior Coaching
As behavior coaches, we follow a core set of guidelines to ensure client success.
Implementation of proven principles for investment success.
With a financial advisor as your anchor through the wealth management and planning process, you will always have a professional to rely on. Together, we will set investment goals that are both measurable and attainable for our clients.
Continued education in terms of maintaining perspective and long-term discipline.
We are open about our approach to portfolio construction in an effort to gain your understanding and trust. Our team also helps you maintain focus on your financial goals, not outperforming the markets.
Open and honest communication throughout the entire client relationship.
We begin every client relationship by setting clear and realistic expectations. Our team does not leave you in the dark about the status of your portfolio or financial plan. We work to communicate with you consistently, honestly and in a timely manner throughout the duration of our relationship.
Promoting a view of the big picture. It’s easy to get swept up in the details of portfolios, estate planning and finances.
We will refocus your attention on your larger financial goals during times of emotional crisis and assist you in staying the course.