Roanoke wealth management firms provide personal and professional services to their clients. Titan Wealth Management, a full-service firm in financial planning, is one example. Keith Cox who heads the firm is a registered professional financial advisor and has helped clients from all walks of the country with their tax planning, estate planning, investments, etc.
Beacon Wealth Consultants
Beacon Wealth Consultants, a fee-only company that offers financial planning and portfolio management services, is available. They meet with clients and discuss their financial situation as well as their investment goals. After setting these goals, the advisors assign client assets in an efficient way. To help clients achieve their goals, they use a range of investment programs and portfolio models. Clients have the option of choosing from conservative or aggressive growth strategies depending on their risk tolerance and goals.
The firm offers a wide range of investment management and financial planning services to individuals and businesses in the Lynchburg metro area. It offers business continuity plans which cover financial and operational assessments, as well customer and employee communication. In 2004, Rick Laymon, the firm's founder, was awarded the Certified Kingdom Advisor Award.
Just Financial Planning, L.C.
Fee-Only Financial Planning, L.C. Roanoke-based financial planning firm, Fee-Only Financial Planning, L.C. Its financial experts provide guidance on investing and planning for retirement. They assist clients with business benefit planning and charitable giving strategies. Andrew M. Hudick, a Certified Finance Planner, founded the firm.
Fee-Only Financial Planning L.C. Three people work as research and investment advisors for Fee-Only Financial planning, L.C. They are registered representatives of investment advisers 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 this firm. It is not permitted to operate in every state. However, this registration does not indicate a certain level of skill or expertise, nor does it mean that you should hire the firm.
The Company's controlling shareholders include the Cole Family and Taylor Family. The Cole Family holds the majority but the Taylor Family only has a minority share.
Guelich Capital Management
Guelich Capital Management, based in Roanoke VA, specializes in financial services. The firm helps clients in every stage of life by recommending financial strategies that are customized to meet their needs. These services include financial planning, tax planning, multi-generational transfer of wealth, and retirement planning. To ensure clients are on track, advisors meet quarterly with them. Connie Guelich, a registered investment advisor, has been involved in the financial services sector since 1980.
This independent firm provides wealth management services for individuals as well as companies. It provides clients with financial planning advice and helps them avoid costly mistakes to help them flourish in their careers and their retirement years. The team also works with corporate clients to create retirement plans and succession plans.
CAPTRUST
CAPTRUST Wealth Management offers comprehensive financial services. The address of the company is 10 S Jefferson St., Suite 1210 in Downtown Roanoke (VA 24011). CAPTRUST can be described as a tax consultant, financial planning company, or investment company. The firm serves more than $5.5 trillion in clients. The firm employs 13 financial planners.
CAPTRUST specializes in investment advisory services for retirement plans and endowments, foundations, and high-net-worth individuals. The firm's investment team includes highly-skilled professionals who are experts in asset management, retirement planning and asset management.
FAQ
What is the average time it takes to see results?
While you might not notice any immediate improvements after beginning therapy, you will see improvement in the following weeks. You'll see changes faster if you stay consistent with your lifestyle.
You may feel less stressed, more confident, and have greater peace of your mind. These are just a couple of examples of how you can improve your life by changing your thinking and behaviour.
Life coaches are very effective.
We use life coaches because they help us understand what motivates us and how to achieve our goals. They help us overcome challenges by providing strategies for how to overcome them.
They enable us to set realistic goals for ourselves and track our progress towards these goals.
Life coaching assists people in developing self-awareness. This allows them to better understand themselves and make better decisions. It can also be used to help individuals improve their relationships, and deal with difficult situations more effectively.
What should I expect when I first meet with a life coach
An hour is usually the average time for your first session with a coach. The first meeting with your coach will be face-to–face.
Your coach will interview you to learn about your current situation, how you feel, and what you wish to change. This will allow them to personalize their approach.
It is possible that you will be asked to complete a questionnaire in order to help your coach understand you better.
Your coach will provide a summary of their services and discuss their fees at the end your first meeting. You'll decide together which ones you think would best suit you.
Are life coaches worth it
The answer is simple. You cannot find an easy solution if you're looking for a quick fix to any problem. But if you want to have a long-lasting positive impact on people's lives, then coaching could be for you.
Coaching is all about helping other people make changes. It is not easy, but it can be rewarding.
You can learn to be a better individual and help others.
You will feel empowered and strong, and your results will last forever.
Here are some questions you should ask yourself if you're unsure if life coaching is right.
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Are I able to know myself enough to make positive changes in my own life?
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Are I ready to make the effort necessary to succeed?
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Can I make big life changes? Can I dream big dreams?
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Do I want to improve my life?
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What is my time limit for coaching?
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What kind of support will I need?
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Are there hidden fees involved in being a client of a Life Coach?
What do you focus on in life coaching?
Ability to assist people in developing their strengths and skills to reach their goals.
Understanding their thinking, motivations, and mistakes will help you to understand them. To help them find solutions for the problems that they are facing.
To give them confidence and self-belief to take control of their lives.
To help them learn and grow from their past mistakes so they can move forward.
Teach them how happiness, health, fulfillment, and success can all be achieved.
To assist them in developing practical communication skills.
To assist them in building strong relationships.
To help them manage their time.
To assist them in understanding how to motivate others and themselves.
To inspire them to be leaders.
What will I gain from my life coach session?
During your first session of life coaching, we will talk about your goals and needs. Next, we will identify any obstacles in your path to achieving these goals. After identifying the problem areas, we will create a plan of actions to help you achieve your goals.
We will check in every month to make sure things are moving according to plan. We are happy to help you with any questions.
We are here as your guide throughout this process. You'll always feel supported.
Statistics
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- 80 percent of respondents said self-confidence improved, 73 percent said relationships improved, 72 percent had better communication skills, and 67 percent said they balanced work and life better. (leaders.com)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
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How To
What questions should life coaches ask you?
Coaching is a great way for people to improve their lives by helping them develop self-awareness and self-care. This is a great job for people who are looking to make a positive difference in another person's lives.
Life coaches are trained to listen to clients and understand their problems. They then guide them towards solutions. They can offer guidance in all areas of life, such as finances, relationships, parenting, nutrition and spirituality.
They can assist you in identifying the obstacles that are holding you back.
A life coach can help you improve your diet, exercise, social interactions, and any other aspects of your life.
A great coach will guide you in your personal journey and provide suggestions for where to start.
They might also ask questions like:
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What are your goals for life?
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What is your first impression of the day?
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In five years, where would you like be?
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Who do you admire? Why?
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What makes you happy?
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How does success look for you?
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What are your fears?
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What is your greatest strength?
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What are some things you need to work on?
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What is the one thing that you wish you knew before you embarked on your journey?
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What are three things that you enjoy doing?
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What are some things you are grateful for?
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Which values are important to you?
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What do you value about yourself?
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What are your worst qualities?
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Are you curious about why you act/feel the way that you do?
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Are you stuck at times?
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Have you ever felt depressed?
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What were your learnings from this experience
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What do other people say about you?
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What is your opinion of yourself?
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How do other people perceive you?
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What are your family and friends saying about you?
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What has been your greatest challenge?
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What is the most valuable piece of advice that you have received?
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What was your biggest error?
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What can others expect of you?