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918-872-1732 admin@cwfs.us
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 * Home
 * About Us
   * Our Team
   * Our Firm
   * CoachWise Advantage
 * Client Services
   * Account Types
     * Retirement Accounts
     * Business Retirement Accounts
     * College Savings
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POWERED BY HUMANS, GUIDED BY TECHNOLOGY


COACHWI$E FINANCIAL SOLUTIONS, AN INVESTMENT MANAGEMENT FIRM POWERED BY HUMAN
ADVISORS AND GUIDED BY
TECHNOLOGY NOT THE OTHER WAY AROUND.


CONTACT US FOR A COMPLIMENTARY OPPORTUNITIES MEETING.


LET US HELP YOU PROTECT AND GROW YOUR WEALTH.

Contact Us


WOULD YOU TRUST YOUR HARD-EARNED DOLLARS TO A ROBOT?


WE DON’T AND YOU SHOULDN’T EITHER IF YOU BELIEVE IN-PERSON RELATIONSHIPS ARE
CENTRAL AND MANAGING YOUR INVESTMENTS IS PERSONAL.


CONTACT US FOR A COMPLIMENTARY OPPORTUNITIES MEETING.

Contact us


ARE YOU 53 TO 74 YEARS OF AGE?


IF YOU NEED A FINANCIAL ADVISOR TO HELP YOU PREPARE FOR RETIREMENT,
CONTACT US FOR A COMPLIMENTARY OPPORTUNITIES MEETING.


LET US HELP YOU PROTECT AND GROW YOUR WEALTH.

Contact Us
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INVEST IN YOUR FUTURE


BECAUSE MONEY IS SECURITY

Security to live comfortable in retirement
Security to provide for the needs of your family
Security to do what you want, when you want
 

Do you need help with an active investment management program that will get you
prepared for retirement?

Like many things we want we usually need guidance to get there.  Let a financial
advisor at CoachWi$e help you improve your financial health and actively save
and invest for your future. Contact us for a complimentary opportunities
meeting.

Contact Us


SOLUTIONS FOR RETIREMENT READINESS

Are you a baby boomer (53 – 74) and wondering if you can retire comfortably?
Are you confident your savings will last throughout your retired years?
Has your savings been impacted by the Great Recession of 2008?
Are you terrified of rising health care costs?
Have you been hurt financially because of divorce, job loss or health
challenges?

If you answered yes to any of these questions, a financial advisor at CoachWi$e
may be able to help you improve your financial health and actively save and
invest for your future. Contact us for an complimentary opportunities meeting.


Contact Us



OUR FIRM:



 

 

COACHWISE FINANCIAL SOLUTIONS, INC. (CWFS) WAS FOUNDED BY DONNIE DAVIS AND DON
HARDCASTLE IN 2004 WITH A MISSION TO BUILD LASTING RELATIONSHIPS BY ACTIVELY
MANAGING INVESTMENT PORTFOLIOS AND PROVIDING TRUSTED ADVICE TO HELP
PEOPLE IMPROVE THEIR FINANCIAL HEALTH.

CWFS OFFERS INVESTMENT MANAGEMENT SERVICES TO WORKING PROFESSIONALS, AFFLUENT
WOMEN, BUSINESS OWNERS, RETIREES AND CLIENTS IN TRANSITION.

CWFS IS A REGISTERED INVESTMENT ADVISORY FIRM LOCATED IN THE STATE OF OKLAHOMA.
IN ADDITION TO THE STATE’S REGULATORY REQUIREMENTS, CWFS IS REQUIRED TO FOLLOW
RULES AND PROCEDURES ACCORDING TO FEDERAL REGULATIONS.




Your goals and needs are unique, so your investment management should be too. 
We take the time to listen and understand what matters most to you before
developing your target allocation and investment strategy.  Call us today
at 918-872-1732 to get started.







THE FOUR EASY STEPS TO GOAL PLANNING

STEP 1: MAKE THE CALL

Call us at 918-872-1732 and schedule a complimentary 30-minute opportunities
meeting.  We will ask you to gather your financial & brokerage information so we
can analyze your specific situation.

STEP 2: SETTING YOUR GOALS

We’ll evaluate your investment goals and objectives based on several factors
including your desired retirement age, investable assets, risk tolerance and
financial values.

STEP 3: PLANNING TOGETHER

We’ll determine what additional resources and plans may be necessary and whether
our team and investment process is a good fit.

STEP 4: LEAVING WITH A STRATEGY

Most sessions end with a strategy in hand and the knowledge you need to improve
your financial health.

DISCLAIMER: This website is intended for educational purposes only and does not
constitute a complete description of our investment services or performance.
This website is in no way a solicitation or offer to sell securities or
investment advisory services except, where applicable, in states where we are
registered or where an exemption or exclusion from such registration exists.
Information throughout this site, whether stock quotes, charts, articles, or any
other statement or statements regarding market or other financial information is
obtained from sources which we, and our suppliers believe reliable, but we do
not guarantee and warrant the timeliness or accuracy of this information.
Nothing on this website should be interpreted to state or imply that past
results are an indication of future performance. Neither we or our information
providers shall be liable for any errors or inaccuracies, regardless of cause,
or the lack of timeliness of, or for any delay or interruption in the
transmission, thereof to the user. There are no warranties, expressed or
implied, as to accuracy, completeness, or results obtained from any information
posted on this or any linked website. Copyright © 2017 CoachWise Financial
Solutions. All Rights Reserved.

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Pamela R Fox