Why No Coast?
No Coast is a reference to our geographic location in Manhattan, Kansas. While the Little Apple may not have some of the attraction of the coasts, there is a subtle beauty to this region. We have come to love the surprising beauty of this area which is home to the Flint Hills and the National Tallgrass Prairie Preserve.
The people in this region also embody a lot of our core values as a financial planning firm—they are hard-working, honest, and approachable.
Read more about our values here.
Is Financial Planning Right for Me?
◻ I’m not sure if I’m making a mistake or missing something with my finances.
◻ I wonder if I have/will have enough money saved for retirement.
◻ I have experienced a major life change.
◻ I do not enjoy looking at my financial statements.
◻ I enjoy reviewing my financial statements, but I wonder what more I could be doing.
◻ I have general ideas of what I want, but I need help with my goals.
◻ I like organization but struggle to find time to get my finances in order.
◻ I want to have in-depth conversations about my financial situation.
◻ I question whether I am optimizing my financial situation.
◻ A personalized investment strategy is appealing to me.
Research from the American Psychological Association suggests that almost half of us are embarrassed to talk about money. If you checked a few of these boxes, you’re not alone. We have probably had a similar thought at one point, and we are here to listen and strategize.
Is Financial Planning Worth the Cost?
We think so! And research supports our viewpoint.
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People are happier with a financial planner, and they tend to have happier relationships/marriages when they work with a financial planner.
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Stress and anxiety are lower, and financial satisfaction is higher when people work with a financial planner.
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Beyond the qualitative factors, household assets are higher for those who work with a financial planner. We cannot guarantee your investment performance–what we can do is provide a solid plan for achieving your financial goals based on your unique situation.
No Coast Financial Group is a fee-only firm, meaning we are not paid on commission or for selling products. We offer ongoing financial planning (paid as a monthly subscription or percentage of assets we manage) or limited engagement offerings (paid hourly).