Orchard Financial Group
10828 Pall Mall Drive
Austin, TX 78748
Training: The Seven Stages of Money Maturity® Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I'm a committed ally to your goals and am here to not only enrich your life but build confidence in your future. As the powerhouse financial planner behind this women-led, fee-only advisory firm, I focus on offering unbiased financial advice. I'm excited to learn more about your unique financial position and share my knowledge and strategies with you. Together we will create a balance between your finances and dreams, empowering you to achieve real-life goals.Specialties
Financial Services, Startup Employee Packages, Investment Management, LGBTQ+ Couples and Families, Comprehensive Financial Planning, College Education Planning, Tax Planning, Growing Families, Business Owners and Executives, Restricted Stock Option Reviews (RSU's), and Fee-Only
About My Practice
At Orchard Financial Group, we offer comprehensive financial planning, project-based planning, and asset management.
About Leah Coleman
Starting Orchard Financial Group has been a dream of mine for many years. I wanted to create an advisory firm that I 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 I would be best suited to educate and support my clients with an extensive knowledge base and a wide range of experiences. 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 plan for them properly. I’ve taken a wide range of my industry knowledge and utilized it in my firm’s formation. One of our purposes at Orchard Financial is not only to offer our clients independence but also to incorporate freedom into our own lives. While at home in Austin, Texas, we enjoy the hustle and bustle of city life and love to get away and experience the unique nuances that new destinations have to offer. I’m excited to learn more about your unique financial position and share our knowledge and strategies with you. Together we will create a balance between your finances and your dreams.
An INDEPENDENT, FEE-ONLY financial advisory firm. Annual retainer (broken down to a monthly fee) for financial planning and advice. A flat investment management fee of 0.75% assets under management with no minimum investment.
Industry Start Date