Does the information from the Financial Services industry leave you confused and bewildered? If someone really could accurately predict market movement consistently what their motivation be for telling you? If what you thought was the best way to invest in the market turned out not to be… when would you want to know?

Most planners do not get paid for being prudent, they get paid for selling products. The media and financial community often push planning as a solution to all of the investor’s problems. Stock brokers and financial planners have been presented to the public as the solution to the investor’s dilemma. We are shown commercials with Abraham Lincoln following a retired man on the golf course helping him improve his game, brokers showing up for the birth of a child, or buying presents for a clients son. The underlying inference by the traditional financial planning community, and the understanding of people who use planners, is that they are there to help bring peace of mind.

What’s the problem with that, aren’t planners part of the solution? If you’re an investor, chances are you have been involved in relationships with brokers and planners hoping to solve problems around investing. Try as they may to portray their services as unbiased safe havens, many investors know in their gut that the reality is quite different. Obviously not all planners, brokers and financial institutions fall into this category. There are some very well meaning people out there that do a great job helping their clients. The industry at large, however, is skewed against the investor, and when the temptation is great enough, even a good and honest person can end up being self interested.

What a coach does is help you wade through all the complex issues involved in the investing process through regular coaching sessions, both one on one and as a group we want to focus on creating peace of mind through education. Ultimately, investing is a people problem not necessarily a portfolio problem. The solution is a coach that will educate and enlighten creating clarity and confidence. You do not need to know everyting if you have a coach teaching you the few right things!