PalacheFarrell is a full service independent investment advisory firm. We market an array of independent financial coaching services and work with individuals, families and small businesses. We aim to be a national leader in helping you to manage your wealth and base this on our reputation for excellence, experience and our commitment to our existing and future clients.

Our financial coaching services are entitled "The Wealth Manager™" and "The Wealth Manager Plus™".   The Wealth Manager™ is designed to help you figure out what you need to do to build your net worth through a systematized planning approach which includes traditional and non-traditional planning techniques. The Wealth Manager Plus™ includes all of the above with a focus on one’s estate. In the case of The Wealth Manager Plus™, your net worth would need to exceed $3 million.

Through both services, we will work with you to assess your current circumstances, determine your goals and devise a plan of action to help you achieve them. Unlike some other financial plans your Wealth Manager or Wealth Manager Plus™ will provide a comprehensive roadmap for your financial future.

Producing a plan is only the first step. A financial plan must be fluid and flexible to accommodate for changes in your life and the fluctuating economy. The Strategic Coaching Implementer™ and The Strategic Coaching Implementer Plus™ programs are processes designed to help keep you focused on your financial goals and keep you accountable. Your plan will be kept up to date as your personal circumstances and economic conditions change.

If you have ever asked yourself any of these questions, financial coaching may be of benefit to you:

Where does all my money go? I seem to earn a substantial amount of money, but I never have any left over at the end of the month.

How come after all these years working, I don't have anything to show for it?

How am I going to send my kids to college?

Will I ever be financially independent and debt free?