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we are ocwc

YOUR PERSONAL WEALTH COACH LOCATED IN TUSTIN, CA.

WE ARE HERE TO HELP YOU GET FINANCIALLY SAVVY AND ORGANIZED.  THAT’S WHAT A WEALTH COACH DOES.

WHAT DO WE DO?

WE ARE YOUR BIGGEST CHEERLEADERS AS YOU NAVIGATE LIFE AND FINANCES.

INVESTMENTS

Doing the best with what we have been blessed with.

INSURANCE

Leaving a legacy and protecting the ones we love.

GETTING STARTED

Everyone has to start somewhere.  Let us help you get organized.

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service designs

We believe in providing the framework for you to make pivotal decisions that
seek to positively shape your circumstances well into the future.

That framework is provided among several levels of engagement depending on each client’s desired amount of collaboration. We aim to reduce the stress and anxiety that often comes with conversations about money by providing personalized coaching across all of life’s transitions.

INVENTING

$500
One-Time

For those who desire to start off on the right foot and reorganize the finances they already have.

People often have stacks of financial statements that they don’t know what to do with and just want to get a fresh assessment. We help visualize financial priorities, organize financial statements, prepare a net worth statement, and invent a path towards achieving some forward-looking goals. Clients leave our office with a system for organizing their finances and an idea of what their systematic savings plan aims to accomplish for them.

DEVELOPING

$1500 Single
$2500 Joint
% of Assets Managed or Annual Fee

For those who have started to develop a good financial footing but have questions about pursuing larger goals that require a more thorough analysis.

Our focus is to establish goals, develop a plan that seeks to achieve them, and monitor the progress. We review insurance, investments, risk, tax planning, and estate analysis and give specific recommendations about those areas as they relate to each client’s overall picture. After developing an initial plan, we recommend reviewing annually or when events develop.

EVOLVING

$5000+
% of Assets Managed or Annual Fee

For those who wish to obtain ongoing advice and desire focused coordination with key specialists.

In addition to comprehensive strategic planning and reflection about major decisions, we coordinate with key outside professionals to cover applicable areas such as estate planning, taxes, and insurance to uncover additional areas of value. We offer reviews of casualty and health insurance policies to assess their applicability. We proactively communicate at key points throughout the year as well as revisit our strategic and tactical outlook as needed.

CONCIERGE

Based on Needs
% of Assets Managed or Annual Fee

For those that wish to obtain highly individualized coaching or assistance with financial matters beyond the typical planning engagement.

Although each situation is highly specific, this could include things such as support with negotiating contracts, coordinating projects, or developing systems for recordkeeping or organization.

It’s like having a personal CFO that will come in, roll up his or her sleeves, and sort through financial matters.

 

If you fail to plan, you are planning to fail!

— Benjamin Franklin —

expertise

WE ARE PASSIONATE ABOUT WHAT WE DO BECAUSE OUR CLIENTS ARE OUR FAMILY.

A coach’s job is to give a team the best chance of success by doing the homework, practicing the right way, creating a game plan, making sure everyone is on the same page, monitoring the results, and making adjustments along the way. At OCWC, that’s exactly what we feel our job entails. The players and teams we work with need to have a financial playbook specific to their unique individual strengths. It’s our job to supply them with the necessary skills, game plan, and adjustments to succeed in each financial match they encounter. With the right coaching staff on your sideline, there’s nothing you can’t be prepared to handle. We feel that our role, as a wealth coach, is to be a complete resource for colleagues and clients.  If we can leave people more educated in order to make better decisions, then we have succeeded.

 

PERSONAL WEALTH COACH

Ever wonder who to ask about that recent financial article you saw? Or who to ask to make sure you are on the right path to your goals? What about all those offers that come in the mail that seem to be great? Those are questions we get asked frequently and can help answer them based on your goals.

  • Second Opinion Services
  • Investment Management
  • Life Insurance
  • Individual Health
  • Medicare Insurance
  • Disability
  • Long Term Care Insurance

 

SMALL BUSINESS COACH

Not only do families need a wealth coach but so do small businesses.  The best businesses have the best people and we want to help supply your small business with the necessary game plan to “woo” your employees.  It all starts with a solid foundation of benefits and then the help you will need to implement those benefits to your employees.

  • Small Group Financial Services
  • Small Group Health Insurance
  • Small Group Benefits

 

PLANNING COACH

You already know that failing to plan is planning to fail.  We are here to help you make that plan and help you follow your plan to attain your life goals. Once we help you create a plan that is tailored specifically to your needs we then become your personal cheerleader to cheer you along the way.

  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Education Planning

our team

Who are we?

MEET THE HUSTONS.  IT’S A FAMILY AFFAIR.

 

JEFF

WEALTH COACH

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JEFF

TRENT

WEALTH COACH

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TRENT

AMANDA

OPERATIONS COACH

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AMANDA

contact us

WE WOULD LOVE TO HEAR FROM YOU. WHY NOT DROP US AN EMAIL?


our thoughts

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Logo sm color LPLOur Broker Dealer

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

Trent’s BrokerCheck Link

Jeff’s BrokerCheck Link

trent@ocwealthcoach.com

714-832-6763

17742 Irvine Blvd #200, Tustin, CA 92780

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