Family Wealth Coaching, LLC

The firm provides advisory services to individual and high-net-worth clients, offering portfolio analysis (“MRI”) reports, one-time financial plans, and periodic educational seminars and workshops delivered through Matson Money. Rather than directly managing client accounts, the firm refers clients to third‑party investment advisers and places most client assets in Matson Money mutual funds and fund-of-funds structures.

The firm’s investment approach relies on modern portfolio theory and long‑term trading, and it operates in a primarily non‑discretionary capacity: it does not exercise trading discretion and does not block‑trade client accounts. It conducts due diligence on recommended third‑party advisers, reviews their ongoing performance, and clients receive custodial quarterly reports while the adviser provides portfolio analysis and planning input.

Noteworthy distinctions include that the principal is also a practicing attorney with a separate law practice and is a licensed insurance agent, activities that the brochure discloses can create conflicts of interest and that account for a substantial portion of the principal’s outside income and time. The firm’s advisory business is very small and non‑discretionary (limited assets under management and two clients), and it recently added free educational seminars/workshops — features that are uncommon among independent solo advisers.