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YOU CONTROL YOUR FINANCIAL DESTINY, NOT WALL STREET

The Coffeehouse Investor Is YOU

You are creative. You are successful. You live a rich life. You realize that fulfillment in life comes not from the size of a bank account but from the energy you put forth pursuing things that bring meaning to your existence.

Like other Coffeehouse Investors...

  • You want to be involved in a fulfilling career.
  • Someday you want to retire, at least from earned income.
  • In retirement, you want to live a lifestyle like the one you grew into while working.

Are you on track? Building wealth and ignoring Wall Street can appear intimidating and insurmountable. It doesn’t have to be that way. Here’s how we offer guidance and clarity on your journey through life to confirm you are making the right decisions.

COFFEEHOUSE GROUND RULEs

Save

Saving starts with keeping track how money flows through our life. Our goal is to save enough today to support our expected lifestyle in retirement. When this is in sync, we create harmony while pursuing financial freedom. 

Invest

Building a portfolio of low-cost index funds is elegant in its simplicity, and includes the following benefits.

  • Maximizes your return in each asset class
  • Allows you to focus on essential financial planning issues
  • Directs your emotional energy away from the stock market and towards a meaningful life

Plan

Your financial plan determines your allocation between stocks and bonds based on your ability to absorb short term volatility in pursuit of the expected higher returns in common stocks. This allows you to focus on financial planning issues including tax planning, estate planning, insurance planning and elder-care planning, to name a few.



Weekly Newsletters

Each week we publish a newsletter to inspire you in building wealth while getting on with your life.

Timely Guidance

Every month we provide timely advice on key components of a financial plan, including strategies on portfolio construction, tax efficiency, risk management and retirement topics.

Resources

The Coffeehouse Investor Book, Facebook & Podcasts provide a deeper understanding of the impact of Coffeehouse principles in your life.

Hire Us

If you are looking for hands-on help with your financial plan, Soundmark Wealth Management offers a free second opinion.


See What it Takes to Get Started