FINANCIAL PLANNING ADVICE DESIGNED FOR
Empowering Financial Independence for Triathletes
Empowering Financial Independence for Triathletes
As triathletes, we know the value of working hard and accomplishing difficult goals. Whether on the course or in our finances, we're highly competitive -- and in some cases, so are our goals (i.e., choosing between saving for college AND wanting a new bike).
The clients I work with are intelligent, goal-oriented people that specialize in their chosen field. However, what sets them apart from other high achievers, is they also see the benefit of objective financial advice to help them understand how to reach their goals while maintaining a well-balanced approach.
If you're ready to get rid of the (financial) guilt and live your best life -- our ebook: Foundations of Financial Independence for Triathletes is a great place to start.
OUR CLIENTS ARE A LOT LIKE YOU
The thought of creating and implementing a financial plan on your own can be overwhelming. When you partner with us, we strive to make this process as simple as possible. Through plain English strategies and proactive communication, we make it our mission to guide you toward financial decisions that will serve your family both now and in the years to come.
SPRINT
Clients looking for a short term engagement, perhaps hourly work or a second opinion.
Olympic
Clients looking for Financial Planning on an on-going basis, but not yet ready for professional investment management assitance.
Long Course
Clients looking for Financial Planning and Investment Management with quarterly planning conversations and investment reviews.
How It Works
NEW CLIENTS
The thought of creating and implementing a financial plan on your own can be overwhelming. When you partner with us, we promise to make this process as simple as possible.
Through plain English strategies and proactive communication, we make it our mission to guide you toward financial decisions that will serve your family both now and in the years to come.
We help you design your course, understand the challenges ahead and develop strategies to maximize your strengths.
ONGOING BEHAVIORAL COACHING
We help make sure you stay on course and if you get off course, how to get going toward your goals.
We provide a comprehensive review of the components that contribute to a successful planning strategy, such as goal tracking, asset management and tax planning — working collaboratively with specialists in these respective areas, as needed.
Finances are dynamic. Our ongoing services recognize this by incorporating a financial plan update process concurrent with the implementation of one’s personal planning strategy.
Learn More About Our Ongoing Services
From the Blog
Meet Justin Waller, CFP®
I am based in Chico, Ca and serve triathletes across the country. I completed my first sprint distance triathlon in 2004. I have completed six iron distance races and have recently started getting back into serious training. I prefer Long-Course events, but have been known to race an olympic course here and there.
As a financial planner, I also prefer the long-term planning side of things. If you ask me what the stock market is going to do tomorrow, I will likely not be much help. If you ask me how you are going to live a well-balanced life, enjoying today and setting yourself up for a successful and empowered financial independence, I get excited.
I have designed Waller Financial Coaching to empower a balanced approach to Financial Independence for triathletes and their families. I am happy to help you take out the guesswork and the guilt so you can live your best life.
Ready to Create Your Own Money Machine?
Let go of the guilt, and learn the basics about building your money machine here.
Our founder walks you through a step by step process to understand how to build your money machine in a balanced and proactive way.
Design My Money Machine!
Memberships & Alliances
