PROTECTION | GROWTH | DISTRIBUTION | LEGACY
We coach our clients through a process and model that focuses on protection, growth and the proper distribution of your money.
We coach our clients through a process and model that focuses on protection, growth and the proper distribution of your money.
C4 FINANCIAL COACHING | 2739 OAK RIDGE COURT SUITE 204 | FORT MYERS, FL 33901 | 239-939-2444
What We Do
At C4 Financial Coaching the C4 stands for Consistency, Competence, Connection and Character.
When practiced together, these characteristics build a relationship formed on Trust.
Trust is the Foundation for all of our client interactions.
We believe that everyone should have a good Offense and a good Defense when it comes to their financial futures.
A good coach will Balance your game plan so you can have consistent results.
Our Game Plans focus on reducing or eliminating Taxes, Consistent and Guaranteed Growth and the proper Distribution of your assets.
We will teach you how to Enjoy your retirement while giving you the ability to also leave a lasting Legacy.
Too many people today are exposed to Unnecessary Risk. Not just Market risk but also the risk of Outliving their income and the potential for Rising Taxes.
Our Mission is to properly educate our clients and strategize against these often overlooked risks.
Our unique process and approach to your financial future begins with
getting to know you and understanding your needs.
Our unique process and approach to your financial future begins with getting to know you and understanding your needs.
STEP 1
COMPLETE A
HOLISTIC
ANALYSIS
STEP 2
ASSESS ANY
INEFFICIENCIES IN
YOUR
CURRENT FINANCIAL
POSITION
STEP 3
IMPLEMENT
YOUR OFFENSIVE
AND
DEFENSIVE STRATEGY
Using our model you can organize, analyze, strategize and track your financial life by viewing all of your money decisions simultaneously.
Is your portfolio protected from the often overlooked risks? Are you tax diversified? Are you prepared for the next market correction? Will you be able to enjoy your hard earned retirement dollars for life? Lastly, when its all said and done, What will your legacy be?
Once your coach has created your playbook, it’s time to run the plays and strategies that will get you the victory. Along the way we will adjust and continue to refine the plan. Our ultimate goal is helping you live your retirement years in prosperity without paying unnecessary taxes and ultimately leave a lasting legacy.
STEP 1
COMPLETE A
HOLISTIC
ANALYSIS
Using our model you can organize, analyze, strategize and track your financial life by viewing all of your money decisions simultaneously.
STEP 2
ASSESS ANY
INEFFICIENCIES IN
YOUR
CURRENT FINANCIAL
POSITION
Is your portfolio protected from the often overlooked risks? Are you tax diversified? Are you prepared for the next market correction? Will you be able to enjoy your hard earned retirement dollars for life? Lastly, when its all said and done, What will your legacy be?
STEP 3
IMPLEMENT
YOUR OFFENSIVE
AND
DEFENSIVE STRATEGY
Once your coach has created your playbook, it’s time to run the plays and strategies that will get you the victory. Along the way we will adjust and continue to refine the plan. Our ultimate goal is helping you live your retirement years in prosperity without paying unnecessary taxes and ultimately leave a lasting legacy.
Meet the president of our company, Leandro Fernandez Jr.
Founder & CEO of C4 Financial Coaching
Focused and compassionate, Leandro Fernandez is truly committed to presenting innovative strategies for his clients that meet their needs and objectives, while ensuring those strategies are in the clients’ best interests every single time. His drive comes from the passion to do what’s right and help families create better financial futures.
Leandro takes pride in constructing the most-efficient retirement income plans possible that focus on minimizing taxes and mitigating risk. His satisfaction comes from the clarity he provides clients when they see their customized strategies, knowing they have a guided path to achieve the biggest goals, making Leandro’s efforts worthwhile.
Consistent and competent in everything he does, Leandro’s attention to detail and thoroughness make him unique from his competitors. Clients can be confident he has done his due diligence on every recommendation because he is always focused on their retirement income goals first and foremost.
Leandro understands every client is unique and there is no such thing as a cookie-cutter strategy. His clients appreciate this, shown through the lifelong relationships he’s built and futures he helps mold. His greatest accomplishment was deciding to become independent in order to better serve his clients. He attended Manhattan College’s School of Engineering, is professionally licensed in multiple states and is a Certified Financial Education Instructor (CFEI).
Call Leandro’s office or send an e-mail to schedule an appointment.
Contact us here anytime.
All of our services can be offered in person or virtually.
All of our services can be offered in person or virtually.
C4 FINANCIAL COACHING | 2739 OAK RIDGE COURT SUITE 204 | FORT MYERS, FL 33901 | 239-939-2444