Alpine Advantage Financial Coaching
Your Financial Guide for Life's Ascents!
Alpine Advantage Financial Coaching
Your Financial Guide for Life's Ascents!
Welcome
At Alpine Advantage Financial Coaching, we offer savvy, low-cost, fee-only fiduciary planning specifically for teachers, guides, and other hard working professionals to navigate their financial journeys. When you're ready to take charge of your financial future, we're here to support you every step of the way.
ABOUT TREVOR
YOUR GUIDE: TREVOR DEIGHTON
FEE ONLY, FIDUCIARY, FINANCIAL COACHING WORKING AS HARD AS YOU DO.
Trevor has been a professional mountain guide skilled at managing risk and communicating with clients for decades.
Trevor is a classroom teacher skilled at communicating complex information so it is understandable and skilled at working with people.
Trevor is passionate about life planning, financial planning and retirement planning with teachers, guides, and others who go out and work hard for their paycheck every day. Financial success for working people does not involve a high fee financial advisor, a secret stock pick or a magic bullet. Instead, it involves maximizing the well known and time tested recipe: limit debt, insure against catastrophe, automate savings from your paycheck each month, save in tax advantaged accounts with low fee mutual funds, don’t touch them and do this for as long as possible. If you do, you will be able to live a richer life both now and in the future.
Trevor is here to help you take control of your financial future and maximize this recipe.
Individual Financial Coaching: How it Works
For most teachers, guides and working people, our finances and therefore financial planning are not very complicated. Our income (which could come from many different jobs), some debt, perhaps a house and a mortgage payment, some savings and a retirement account and/or pension, that is about it. If this sounds like you then we can help. My hourly fee of $100 per hour is the only fee you will ever be charged. All hours will be estimated with a maximum number of hours set prior to any work beginning. I look forward to helping you succeed.
If your finances are very complicated and your net worth is in the millions then it is a very good idea to spend the $250 - $400 an hour for the knowledge, expertise and team provided by a fee only fiduciary CFP (Certified Financial Planner) and not a Financial advisor who charges by a percentage of Assets Under Management (AUM usually a 1 - 2% fee). If this sounds like you then I would encourage you to look elsewhere.
The first step is reaching out and getting in touch with me. The more information about yourself and your goals that you can provide the better. I will get back to you and send you a google doc with lots of questions about your goals and your specific financial information. This will include specific questions about income, debt, assets, and account information, including types and amounts. This will never include private or security information such as account numbers, passwords, etc. You will always control your own accounts and financial information. The information you do share is necessary so that we both have a complete understanding of your current financial picture so that we can develop your successful financial future. It will likely take you an hour if you have your finances organized and a few hours if yours are not yet organized.
After I receive that information back from you, I will likely have some follow up questions and I will work to develop a plan and put together a document specifically for you based upon the information you provided. We will then schedule a 1-2 hour meeting either in person or via zoom to go review your document, answer questions and help you develop your own plan and to do list so that you can take charge of your financial future.
After our first meeting, that might be it - you are in control of and have a plan for your financial success and your financial future. Or you may have some follow up questions which we can discuss via email or set up another zoom meeting - it’s up to you. A lot of folks I work with like to set up an annual or biannual check in for an hour or so, again, it’s up to you.
If this all sounds good to you, an experienced, trustworthy and knowledgeable person to help you reach your life, financial or retirement goals, all for a straight forward, fiduciary and fee only (and a low hourly fee at that), then please reach out today so we can get started.
Customized Presentations & Workshops: Schools and Businesses
Empower Your School, District, or Business with Alpine Advantage Financial Coaching
We specialize in a variety of dynamic offerings customized for your school, district or business. After we carefully review the valuable benefits you provide your employees. Let us energize and empower your staff through a presentation or workshops aimed at helping them understand the value of their benefits and how take charge of their financial futures. Alpine Advantage Financial Coaching has a proven track record positively impacting staff morale and retention.
Are You a Teacher? Check Out Trevor's Books!
Available on Amazon or quality bookstores almost everywhere.
Available on Amazon or quality bookstores almost everywhere.
Available on Amazon or quality bookstores almost everywhere.
Available on Amazon or quality bookstores almost everywhere.
Available on Amazon or quality bookstores almost everywhere.
Available on Amazon or quality bookstores almost everywhere.