CRD: 324478
Integrated Financial Coaching AND Planning
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
About Integrated Financial Coaching AND Planning
Integrated Financial Coaching and Planning is a woman-owned financial planning firm focused on helping divorced and widowed women starting over gain clarity and confidence with money decisions. The practice blends behavioral and emotional money coaching with cash-flow planning and longer-term savings and investment planning, including asset allocation and active management using public funds. Custody is supported through Schwab and Vanguard.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANNE LOUISE MCFARLAND
Chief Compliance Officer, Managing Member
- CRD
- #6536377
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,937,518 | -- |
| Non-Discretionary | $660,292 | -- |
| Total | $10,597,810 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,597,810
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $834,987,989 | 12.9% |
| Cash | $3,281,696,980 | 50.7% |
| U.S. Government/Agency | $2,356,090,139 | 36.4% |
| Total | $6,472,775,108 | 100.0% |