We Get You

Financial Coaching Designed for You – Because We Get You

Fusion Financial Group is focused on coaching women, thriving families, small businesses and new investors toward a better future.

Each of our coaches focuses on the clients they can help the most. They’ve stood in your shoes. Shared similar experiences. Faced the same challenges.

We Know What You’re Thinking

Thriving Families

Thriving Families

You’re in your 40s and 50s. Up until now, your financial planning has been focused on your kids. Now that they’re older, you want to make sure your plan is on track for your next life adventures.
You’re thinking about:

  • What’s next once your kids go to college
  • Making the right financial plans
  • Lack of time to plan financially
  • Getting on the same page as spouse/partner
  • Understanding your spending
  • Protecting your family
Women

Women

You’ve suddenly found yourself with investable assets due to death, divorce or because you’ve sold a business or changed careers. You need guidance and a plan for your new financial future. You’re thinking about:

  • Feeling alone
  • Making financial decisions on your own
  • What’s next for you
  • Making the right financial plans
  • Lack of time to plan financially
  • Understanding your spending
Small Business Owner

Business Owners

You’re wearing a hundred different hats to manage your business, leaving little time for financial planning. You need help evaluating where you are and making future financial plans.
You’re thinking about:

  • Maximizing your hard-earned business income
  • Lack of time to plan financially and run your business
  • How to plan financially for your business and as an individual
  • Making the right financial plans
  • Understanding your spending
  • Tax planning to minimize your burden
New Investors

New Investors

Everyone has to start somewhere. You’re likely in your 30s. You’ve made a dent in your student loans and other debts. You’re ready to start investing, but don’t know where to begin.
You’re thinking about:

  • The amount of money you need to start investing
  • Investing cost efficiently
  • How financial planning works
  • The need for a financial plan
  • Budgeting
  • Sticking with investing for the long-term