Passion

At Lotus Financial Services Inc, we specialize in helping clients through our Wealth Coaching, Retirement Income Planning and Estate Distribution Planning. We help to guide our clients on a path that leads them through things they may not see and solutions that they may not anticipate as they move towards financial independence.

Our Unique Wealth Coaching

At Lotus Financial Services Inc, we help coach and guide our clients on a path that leads them through things they may not see and solutions that they may not have anticipated. Our unique Wealth Coaching process, is based on a listen first, act second approach to financial services. We devote as much time as necessary to truly understand each client’s situation, goals, and risk tolerance in order to establish a strategy that works.

What is Wealth Coaching

Wealth Coaching is a multi-faceted, highly personalized approach to wealth management. Wealth Coaching starts with focusing solely on a client’s needs, values, concerns, goals and objectives. Wealth Coaching is about developing financial solutions that will help to align your decisions with your values and give clarity around your financial solutions and your future.

Through Wealth Coaching, we work with you to establish your lifestyle needs, family goals and charitable legacy. Wealth Coaching is much more than just your assets and investments. It is about finding the possibilities, having the regular guidance, and creating accountability for getting things done.

Who We Work With

Our clients are those that are looking for full service financial advice, planning, and portfolio management services. They typically hire our firm because they do not desire to do it themselves and/or are looking for objective advice and solutions from wealth coaches with industry experience and want to delegate the implementation.

We work with individuals, families, businesses and institutions, delivering services that help build, preserve and manage wealth.