Investment Coaching for Lasting Success

A financial coach is your guide in creating a clear and confident path toward your financial future. They help individuals and families align their goals with intentional strategies—whether that’s saving, investing, planning for retirement, or navigating the truths of what investing really is. At Veritas, we believe financial coaching is about more than just numbers—it’s about empowering you to live a life you love, with clarity and peace of mind.

Working with a financial coach gives you more than just a strategy—it gives you clarity, confidence, and a partner in your financial journey. At Veritas, we help you identify what truly matters to you, align your financial decisions with those values, and build a plan that supports your dreams. Whether you’re looking to grow your wealth, protect your future, or simply feel more in control of your money, we’re here to guide you every step of the way.

The cost of financial coaching can vary based on your goals, the complexity of your situation, and the type of support you’re looking for. Some coaches charge a flat fee or hourly rate, while others charge a percentage of the assets they help you manage. At Veritas, we believe in full transparency—before we begin working together, you’ll know exactly what to expect so you can make an empowered decision that feels right for you.

Choosing a financial coach is a personal and important decision. Look for someone who is not only qualified and experienced, but also committed to acting in your best interest as a fiduciary. Pay attention to how they communicate—do they educate and empower you? Are their services clear and their fees transparent? Most importantly, trust your gut. You should feel comfortable, heard, and confident in the relationship. At Veritas, we believe that trust, integrity, and partnership are the foundation of great financial coaching.