Discipline is the bridge between goals and accomplishment.
- Jim Rhone
Leah Coleman, CFP®, AAMS®
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 the purposes for starting Orchard Financial Group 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. Brad and I are also very excited to announce our newest arrival this summer. Our first child will be blessing our lives and bringing with her a myriad of new life lessons and experiences.
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.
If Leah’s the star of the show then I’m the supporting cast. Consider me the guy with the big picture mentality. I’m our business development and marketing version of MacGyver. My acumen and expertise allow me to be the problem solver. I like to see the whole picture, discover the details and then work out a plan to tackle the issues at hand. With us on your team, you get the best of both worlds, a team-based approach to discover your financial needs and set you on the right path to success. We want you to feel the freedom that knowledge brings, leaving you confident that your financial well-being is being expertly looked after.
With proper financial management, strategic application, and transparency Orchard Financial Group helps their clients better understand and navigate their finances. Creating a balance between finances and dreams with a holistic approach allows them to enable their clients to achieve realistic, life goals. Through education, motivation and proper planning Orchard Financial Group is here to help take the heavyweight and responsibility that surrounds financial independence, off of their client's shoulders and place it on theirs. After all, this is what they do best.