life coaches

Wealth Management Firms in Roanoke (Virginia)

By Lisa Washington 21 May, 2023 3 mins read

Wealth management firms in Roanoke, Virginia provide professional and personal service to clients. Titan Wealth Management, for instance, offers full-service financial planning. 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 offers portfolio management and financial planning services. They meet with clients and discuss their financial situation as well as their investment goals. Their advisors then allocate client assets in the best way possible after establishing their goals. To help clients achieve their goals they employ a variety of investment models and portfolios. Clients have the option of choosing from conservative or aggressive growth strategies depending on their risk tolerance and goals.

The firm offers a complete range of financial planning, investment management services to individuals and companies in the Lynchburg region. It also offers business continuity programs that include financial and operational assessments and communication with customers and employees. Rick Laymon was the founder of the firm, and he received the Certified Kingdom Advisor Award for 2004.

Just Financial Planning, L.C.

Fee-Only Financial Planning, L.C. Roanoke, Virginia-based firm providing financial planning services to individuals as well as small businesses. The firm's financial advisors offer advice on 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 investment adviser representatives with state securities authorities. The percentage of assets under management is the basis for their fee structure. Unlike other fees, this fee structure excludes brokerage commissions and taxes from the fees charged to clients.

Taylor Financial Group Inc.

Taylor Financial Group Inc. (an independent broker-dealer) specializes in commercial and long-term real estate loans. SEC regulates this firm. It is not registered in every state, but most states allow it to operate. This registration does not mean you have to hire the company.

The Company's controlling shareholders include the Cole Family and Taylor Family. While the Cole Family controls the majority, the Taylor Family is a minority shareholder.

Guelich Capital Management

Guelich Capital Management, located in Roanoke VA offers comprehensive financial services for a variety of clients. Guelich Capital Management offers customized financial planning that is tailored to each client's needs. These services include multi-generational wealth transfer, tax planning and retirement planning. To ensure clients are on track, advisors meet quarterly with them. Connie Guelich has been in the financial services industry since 1980 and is a registered investment advisor.

This independent firm provides wealth management services to individuals and businesses. It offers clients financial planning advice and assists them in avoiding costly mistakes that can help them prosper in their careers, and their retirement years. This team works with corporate clients to develop succession and retirement plans.

CAPTRUST

CAPTRUST is a firm that provides complete financial services. The company is located at 10 S Jefferson St, Suite 1210, Downtown Roanoke, VA 24011. CAPTRUST is listed as a financial planning, investment company, and tax consultant. The firm's client base is more than $5.5 million. It has 13 financial advisers.

CAPTRUST specializes is in providing investment advisory services for retirement plans, endowments and foundations as well as high-net-worth individuals. The firm's investment team includes highly-skilled professionals who are experts in asset management, retirement planning and asset management.

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FAQ

What are you focusing on when coaching life?

The ability to help people develop their skills and strengths to achieve goals.

Understanding their thinking, motivations, and mistakes will help you to understand them. To help them find solutions to problems they have.

To give them self-belief and confidence so they can take control of their lives.

To help them learn from mistakes to move forward into the future.

Teach them how you can make them happier, healthier, more fulfilled, as well as more successful.

To encourage them to develop practical communication skills.

To assist them in building 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 is a relationship coaching?

A relationship coach will help you to create strong relationships.

They help you to better understand yourself and others. They are there to support you when and where you need them.

A relationship life coach also understands the importance of self-care and encourages clients to take time out to do things that make them feel happy and fulfilled.

Relationship coaches are able to identify and resolve problems quickly and effectively by having a deep understanding of human behavior.

A relationship coach can help you at any stage of your lives, including getting married, having children or moving to a new place, managing conflict, overcoming addictions and improving communication skills.

What are my options?

Yes, you don't need to pay until your final bill arrives.

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.

What is an average cost of a Life Coach?

Life coaches usually charge between $100 and $500 per session.

Their average time spent working with clients varies between two weeks and several months depending on what type of coaching they are seeking.

A typical fee includes an initial consultation and assessment, followed by weekly phone calls and/or Skype sessions to discuss progress and plan future steps.

A life coach can help clients identify and resolve problems, set goals and develop strategies to overcome obstacles.

Are life coaches worthwhile?

It is easy. You must look for another way to get around any problem. Coaching might be for you if it is your goal to make an impact on people's lives that lasts.

Coaching is about helping people change. Although it is hard work, the rewards are amazing.

You will learn how you can be a better person while helping others.

You will feel empowered and strong, and your results will last forever.

These are the questions to ask yourself if life coaching might be right for you.

Do I feel confident enough in myself to make improvements in my life and know what it takes?
Am I willing to put in the effort required to succeed?
Do you believe that I can make huge changes in your life. Can I dream big dreams?
Do I have the desire and ability to improve my own life?
How much time can I devote to coaching?
What kind support do I require?
Is there an additional cost for becoming a life coach's client?

Statistics

According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.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)
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)
According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)

External Links

oprahdaily.com

What is a Coach for Life? These coaches are not therapists, but here's how they can help you.

verywellmind.com

Five differences between coaching and psychotherapy

tonyrobbins.com

coachingfederation.org

Home - International Coaching Federation

How To

What problems can life coaches fix?

Life coaching is a great way for people to address personal issues such as stress, anxiety, depression, stress, relationships difficulties, career problems, self-doubt etc. It assists clients in identifying their goals and developing strategies to reach them.

Life coaching is beneficial for clients because they learn how: