Blu Sky Coaching

goals never set are goals never achieved. we help you define your goals first. then help you focus on what you can control, like financial planning, tax efficient strategies, and investing toward your goals. all while offering you solutions and accounts that help you outsmart the average investor. our 4 step approach: 1. personalized guidance what are you saving for? you will get personalized recommendations: which goals to prioritize, investment risk level, amount to invest, and the most suitable category of account. this type of strategy is called “goal-based investing”, and it helps improve outcomes by encouraging optimal behavior and more precise wealth management. 2. retirement planning work now to stop working later. give us when and where you want to retire, and how much you’ve saved so far. we will help you get a sense of where you are today and guide you forward. our technology will keep you up-to-date on your progress by allowing you to sync your outside accounts, like yo