A Partner, Not Just a Financial Advisor

Let's face it, we all have blind spots.

Those areas we cannot see but exist nonetheless. No matter how brilliant we may be, we are still limited by our own knowledge base and experiences. This makes it difficult to look at things completely or objectively.

We also all have our biases, some good, perhaps some not so good. Those biases may help or hinder us depending on the situation and timing.

These blinds spots and biases are true in life and in managing our finances.

However, performance can improve with the help of a coach.

Just look at the highest-performing athletes, business leaders, musicians, actors, speakers, etc. Most have a coach, mentor, instructor, or advisor. And some have more than one! The International Coaching Federation reports a 70% increase in individual performance related to goal attainment for professionals who work with an executive coach.

You don't have to go it alone when trying to manage your finances or investments.

The financial markets are complex and changing regularly. Tax laws that impact investments can be challenging to understand. Knowing how to apply these rules and regulations can impact your investments performance.

During the 30-year period that ended December 31, 2022, the stock market averaged a 9.65% annual gain, but the average stock fund investor averaged only 6.81% per year. That 2.84% difference may not seem like much at first, but multiply that over the years and you’re looking at a big number.

At Komara Capital Partners, our partnership with our clients is a one-on-one individualized process.

We work with the values, vision, and goals you identify – as well as the ongoing feedback data we receive from you and the financial markets – to set, maintain, and adjust your course of action as you pursue your goals.

Just as wind direction, wind strength, and weather reports impact a pilot’s decisions about flight path and altitude as they head toward their destination, we partner with you to make in-course adjustments to your investment choices and asset allocation due to changes in:

  • Your goals
  • Your risk tolerance
  • Your income needs
  • Financial market conditions
  • Tax laws

The goal of these adjustments is to help you achieve your financial goals the right way for you and experience the life you envision for yourself and those you love.

When you have a need to address that is outside our area of expertise, we have vetted professionals.

We have relationships with professionals in the areas of:

  • Law
  • Tax
  • Insurance
  • Elder care
  • Custom lending
  • Real estate
  • And others

We partner with these professionals to assist you with achieving the best result. We believe we can produce superior outcomes for you when collaboration and teamwork are hallmarks of the relationship.

Sourcing: American.edu, “The ROI of Executive Coaching,” 10/25/2023 and Forbes.com, “Should Investors Move To Cash Right Now?” 4/25/2023

Let's Talk

To discuss how we can partner to create your blueprint for a truly wealth life