Leah Coleman (AAMS, CFP®)
Leah Coleman focuses in the
following client markets or areas of practice:
- AUM
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- AUM
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- LGBT Couples and Families
Planning Specialties
Financial Planning and Asset Management designed for professionals and start-ups.
Professionals:
As you have grown past your early years as a young professional, you may have made some good life choices and maybe some questionable ones. Now, as you start to view the bigger picture, you may be balancing new career opportunities, raising young children or you might find that your parents are in need of assistance.
Start-Ups:
Startups spend months getting their marketing plan, sales strategy, and business growth processes just right. However, most often overlooked is how do they take the time to develop a strategy for how they are going to attract and maintain the right talent to help make their business visions a reality. We are here to help give you a leg up on the competition. With curated plans for your C-Suit and employees, that will enable you and them to plan, grow, and succeed all because of you and your company.
Utilizing a customized financial wellness program for your employees has many benefits. The goal is to give your employees the tools to take responsibility for their own financial well-being. By providing a way for employees to improve their financial situation, you can create a better working environment by relieving worry related to financial stressors so that your employees can focus on being productive at their jobs.
Additional Information
Starting Orchard Financial Group has been a dream of mine for many years. I wanted to create an advisory firm that I personally would feel comfortable using, somewhere that treated me like a person and not just an asset. Early in my career, I dedicated myself to financial literacy and proper education. I knew that with an extensive knowledge base and a wide range of experiences I would be best suited to educate and support my clients. This enthusiasm drove me to work for large corporations as well as a boutique wealth management firm. While engaged at these firms I learned about market fluctuations and how to properly plan for them. I’ve taken the wide range of my industry knowledge and utilized it in the formation of my own firm.
One of our purposes at Orchard Financial is not only to offer our clients independence but also to incorporate freedom into our own lives as well. While at home in Austin, we enjoy the hustle and bustle of city life, but also love to get away and experience the unique nuances that new destinations have to offer.
I’m excited to learn more about your unique financial position and share with you our knowledge and strategies. Together we will create a balance between your finances and your dreams.
NAPFA Start Date
March 25, 2019
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