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Text Content

 * About
 * Our Process
 * Meet the Team
 * Blog
 * Account Access

Start a Conversation

FINANCIAL PLANNING ADVICE DESIGNED FOR


YOUR ACTIVE LIFESTYLE


WHICH OPTION BEST DESCRIBES YOU?

I'm not a triathlete, but looking for financial advice.
I'm a triathlete looking for financial advice.
FINANCIAL PLANNING ADVICE DESIGNED FOR


YOUR ACTIVE LIFESTYLE

I'm a triathlete looking for financial advice.
I'm not a triathlete, but looking for financial advice.


EMPOWERING FINANCIAL INDEPENDENCE FOR TRIATHLETES


EMPOWERING FINANCIAL INDEPENDENCE FOR TRIATHLETES

As triathletes, we know the value of working hard and accomplishing difficult
goals. Whether on the course or in our finances, we're highly competitive -- and
in some cases, so are our goals (i.e., choosing between saving for college AND
wanting a new bike).

The clients I work with are intelligent, goal-oriented people that specialize in
their chosen field. However, what sets them apart from other high achievers, is
they also see the benefit of objective financial advice to help them understand
how to reach their goals while maintaining a well-balanced approach.

If you're ready to get rid of the (financial) guilt and live your best life --
our ebook: Foundations of Financial Independence for Triathletes is a great
place to start.

* indicates required
Email Address *
First Name
Last Name





EMPOWERING FINANCIAL INDEPENDENCE FOR TRIATHLETES

[Perhaps we add a sentence or two in this section to connect financial planning
and the world of triathlon training] The thought of creating and implementing a
financial plan on your own can be overwhelming. When you partner with us, we
strive to make this process as simple as possible.



Through plain English strategies and proactive communication, we make it our
mission to guide you toward financial decisions that will serve your family both
now and in the years to come.

SCHEDULE A CONVERSATION



OUR CLIENTS ARE A LOT LIKE YOU

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The thought of creating and implementing a financial plan on your own can be
overwhelming. When you partner with us, we strive to make this process as simple
as possible. Through plain English strategies and proactive communication, we
make it our mission to guide you toward financial decisions that will serve your
family both now and in the years to come.


SPRINT

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Clients looking for a short term engagement, perhaps hourly work or a second
opinion.

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OLYMPIC

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Clients looking for Financial Planning on an on-going basis, but not yet ready
for professional investment management assitance.

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LONG COURSE

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Clients looking for Financial Planning and Investment Management with quarterly
planning conversations and investment reviews.

 
LEARN ABOUT OUR SERVICES
 


HOW IT WORKS




NEW CLIENTS

The thought of creating and implementing a financial plan on your own can be
overwhelming. When you partner with us, we promise to make this process as
simple as possible.

Through plain English strategies and proactive communication, we make it our
mission to guide you toward financial decisions that will serve your family both
now and in the years to come.

We help you design your course, understand the challenges ahead and develop
strategies to maximize your strengths.


Learn About Our Hourly & One-Time Services
Learn About Our On-Going Services



ONGOING BEHAVIORAL COACHING

We help make sure you stay on course and if you get off course, how to get going
toward your goals.

We provide a comprehensive review of the components that contribute to a
successful planning strategy, such as goal tracking, asset management and tax
planning — working collaboratively with specialists in these respective areas,
as needed.

Finances are dynamic. Our ongoing services recognize this by incorporating a
financial plan update process concurrent with the implementation of one’s
personal planning strategy.

Learn More About Our Ongoing Services


FROM THE BLOG


PAYING FOR COLLEGE: HOW TO MAKE THE MOST OF YOUR STUDENT AID

May 29, 2021


STEPS TO INVESTING IN YOUR 20S, 30S, 40S AND BEYOND

May 20, 2021
READ MORE

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MEET JUSTIN WALLER, CFP®

I am based in Chico, Ca and serve triathletes across the country. I completed my
first sprint distance triathlon in 2004. I have completed six iron distance
races and have recently started getting back into serious training. I prefer
Long-Course events, but have been known to race an olympic course here and
there.

As a financial planner, I also prefer the long-term planning side of things. If
you ask me what the stock market is going to do tomorrow, I will likely not be
much help. If you ask me how you are going to live a well-balanced life,
enjoying today and setting yourself up for a successful and empowered financial
independence, I get excited.

I have designed Waller Financial Coaching to empower a balanced approach to
Financial Independence for triathletes and their families. I am happy to help
you take out the guesswork and the guilt so you can live your best life.


JACKIE BERNDT

CLIENT SERVICES

Jackie is our Client Service Coordinator and has been working with us since
2005. She has a B.S. degree in Business from CSU Sacramento and has been working
in the financial services industry for over 20 years.

Jackie lives in Folsom with her husband and two sons.




READY TO CREATE YOUR OWN MONEY MACHINE?

Let go of the guilt, and learn the basics about building your money machine
here.


Our founder walks you through a step by step process to understand how to build
your money machine in a balanced and proactive way.
Design My Money Machine!


PAYING FOR COLLEGE: HOW TO MAKE THE MOST OF YOUR STUDENT AID

May 29, 2021


STEPS TO INVESTING IN YOUR 20S, 30S, 40S AND BEYOND

May 20, 2021
READ MORE

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SEND US A MESSAGE!

We’ll respond to email messages within two business days, and often sooner.
Please call with urgent concerns so we can serve you more quickly or if you
don’t receive an email back.

Your Name (required)


Your Email (required)


Subject


Your Message




Δ



CONTACT INFORMATION

(*BY APPOINTMENT ONLY)
CHICO OFFICE
10 DECLARATION DR., SUITE D
CHICO, CA 95973

(*BY APPOINTMENT ONLY)
FOLSOM OFFICE
1024 IRON POINT RD., STE 100 #1292
FOLSOM, CA 95630

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530-826-4417

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INFO@WALLERFC.COM

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Whether you’re facing a life change now or simply want to explore your financial
options, let’s talk.



SCHEDULE AN INTRODUCTORY PHONE CALL

MEMBERSHIPS & ALLIANCES


 * ADV Part 2A
 * Betterment Agreement
 * Client Engagement Standards
 * Fidelity Agreement (Brokerage)
 * Fidelity Agreement (Retirement)
 * Financial Coaching Agreement
 * Investment Advisory Agreement
 * Privacy Policy

Waller Financial Coaching is an investment advisor registered to work with
clients in the state of CA. I also work with clients in several other states,
but this is on a case by case basis. No advice may be provided to a resident of
any other state without prior conversation. For additional information, please
contact info@wallerfc.com or access our Form ADV. No offers may be made or
accepted from any resident outside the specific states referenced without prior
written confirmation. Check the background of this financial professional here.

 * About
 * Our Process
 * Meet the Team
 * Blog
 * Account Access