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Sports is not just a handy metaphor. Winning the game gives us serious lessons to follow in money matters, like the need for a coach to show us our options, and the crucial balance that must be maintained between offense and defense, between aggression and caution even managing the clock as one moves to retirement. That was the thinking behind the founding of Coaching Financial Concepts in 1997, and our clients have been winning ever since. Meet the coaches , hear from our satisfied clients , meet our affiliated firms that broaden our services to you, and see our library of useful articles and videos. The Coaching Financial Concepts clients have benefitted from our knowledge and experience in business and personal financial planning, employee benefits, and auto home and commercial insurance.