Financial Planning for Everyday People
Guiding Millennials and Gen-X Professionals Toward Financial Independence
Did you know?
The Financial Industry Needs a Serious Overhaul of These Outdated Practices!
There is a better way for “everyday people” to get the financial guidance they deserve!
Hi, I’m
Adam Coleman
I was born in 1981 so I’m bridging the gap between Gen X and Millennial. After getting my Finance degree from Florida State University in 2003, I have worked in many facets of the financial industry over the last 20 years, ranging from personal banking, commercial real estate consulting, residential mortgage lending, and financial counseling, and financial planning.
My goal has always been to spread financial literacy and help those that often can’t find trustworthy financial advice because they don’t want to be manipulated by an insurance salesperson, they don’t have the high net worth to get a financial advisor, or they just can’t justify the high fees that most advisors charge. I’m a DIY Investor myself and on track to reach financial independence before I’m 50, so I want to help others achieve similar goals and help take away as much of that financial stress as possible.
Why I want to help
Who I Work with
Millennials
who are:
Generation X
who are:
My Planning Philosophy
What ultimately matters most is that I am helping you achieve whatever goals you have set out, but I think it’s important to eliminate as many potential conflicts of interest as possible
Fee-Only
No Insurance or Annuity Sales Commissions That Can Create Major Conflicts of Interest
Flat-Fee
Simple and Transparent.
No Fees Based on a
% of Your Assets
Fiduciary
Putting Your Financial Well-Being Above
Everything Else.
Your Best Interests Always Come First
Advice-Only
Dedicated to Educating and Empowering
DIY Investors,
Not “Managing” Them
Tech-Enabled Human-Driven
Everyone, not just the wealthy, should have access to professional advice and the tools that come with it.
RightCapital is one of the top financial planning software available, and typically only available to consumers working with an ongoing financial advisor.
Everyone who completes an hourly planning session gets free ongoing access, which will also make future hourly sessions more productive and efficient.
Track your net worth, budget, transactions, asset allocations, retirement probability, savings rates, financial goals, and much more.
Pricing
One simple price with no hidden fees or ulterior motives
Hourly Planning
$250/hour
Financial planning and investment advice without any of the long term commitments and ongoing fees.
Full Financial Plan
Starting at $1,500
Going far beyond the one-off hourly sessions to tackle all of your financial needs.
Money & Mortgages Podcast
Check out my biweekly podcast with other industry experts as we talk all about personal finance topics to help DIY Investors