Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP(R) professionals.
We provide an independent, objective review of your financial situation, and seek a long-term ongoing relationship to help you meet your financial goals. Our client relationships are deep and are conducted exclusively on an ongoing retainer basis. Our staff includes five CFP(R) professionals, all trained in-house to the rigorous standards required of a comprehensive Fee-Only financial planner.
We provide an independent, objective review of your financial situation, and seek a long-term ongoing relationship to help you meet your financial goals. Our client relationships are deep and are conducted exclusively on an ongoing retainer basis. Our staff includes five CFP(R) professionals, all trained in-house to the rigorous standards required of a comprehensive Fee-Only financial planner.
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