Our Process
We start by listening and connecting with you. Then we help you achieve clarity, and confidence through our structured multi step process. As our relationship develops, we address your personal cornerstones and analyze each of the critical wealth management concepts to help uncover any financial blind spots.
1. Connection
Connecting with you and your family to discover what’s important to you is important to us. Our first meeting together is simply an opportunity to get to know each other. What are you after in life? What’s important to you?
2. Clarity
We will work together to determine where you are today with a full analysis. This will help you define your vision of a life well planned. Then we will help you chart your course to accomplish the future you dream of.
3. Confidence
Our team will work closely with you so you can be confident that you always know where you stand with ongoing communication, progress reports, personalized meetings, educational client events and entertainment.
Your future is our mission
Putting your needs first is our focus
The Four Cornerstones of Wealth Management
You have worked hard to build your wealth. As your success continues, the need to navigate past obstacles, prepare for major financial milestones and each moment in between is critical.
The Value of Coastal Bay Wealth Management utilizing our time-tested process and the great resources of Raymond James, enables us to help you live a LIFE WELL PLANNED.® Our focus is growing and preserving your wealth to enhance your life – to allow more time for the people, causes, and activities that make life worth living.
Investments
LEGACY & ESTATE PLANNING
ASSET PROTECTION
LIABILITY MANAGEMENT
Working with a CERTIFIED
FINANCIAL PLANNER™
Michael Cox has earned his CERTIFIED FINANCIAL PLANNER™ designation, or CFP® professional certification. To earn his CFP® Michael completed hundreds of hours of rigorous courses and examinations. These courses were then followed by a 10-hour examination administered according to the Certified Financial Planner Board of Standards.
The qualification process is an array of advice and skill-based approaches that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP® ) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.
Certified Financial Planner Board of Standards, Inc owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Wealth Management Services
Every sustainable structure has to have a strong foundation. First, we’ll focus on the four cornerstones of your wealth. From this foundation, we’ll connect everything else to keep you on track toward your financial goals.
Our Team
The Coastal Bay Wealth Management Team has several decades of combined experience in financial services. Additionally, the team is comprised of selfless individuals who care deeply about serving their community, participating in a number of volunteer and civic organizations.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making any investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.