The cornerstone of The Fusion Advantage is coaching-based financial planning. Just like a personal trainer can help with your physical endurance and a life coach may help you with emotional resiliency, we help our clients understand their financial personalities and behaviors so they can make smart money and investment decisions.
As your coach, we help you set your goals, develop an action plan, identify ways to overcome obstacles and assess your progress over time.
We do this by developing a genuine relationship with you based on trust. We communicate directly and honestly to help you create healthy financial habits that set you up to reach your goals, all while we encourage you, motivate you – and redirect you when ne