CHOOSE TO LIVE THE LIFE YOU IMAGINE
Our team is dedicated to supporting clients through effective financial planning, helping them realize their financial goals, and empowering them with the freedom to live the life they want.
BUILD CONFIDENCE IN YOUR FINANCIAL DECISIONS
We provide personalized education, expert guidance, and comprehensive resources to help you navigate financial planning, increasing your confidence in every decision for a secure future.
LEAVE A LASTING LEGACY FOR YOUR LOVED ONES
Whether it’s through estate planning, strategic investments, or philanthropic endeavors, we work closely with you to craft a legacy that reflects your life’s work and aspirations.
INDIVIDUALS
FAMILIES
RETIREES
We provide personalized financial strategies that helps each individual achieve their unique financial goals and secure their financial future.
We work with families to provide financial guidance that supports them in building wealth, education and retirement savings, and more.
We help clients plan for a sustainable income stream throughout their retirement years, enabling retirees to enjoy their lifestyle.
WHO WE SERVE
ABOUT US
Fivestone Financial embodies the philosophy of choosing simplicity over complexity to achieve financial goals. In the biblical story of David and Goliath, David initially tries on clunky armor to defend himself. Realizing that it doesn’t allow him to move and adapt as necessary, he sheds his armor and chooses five smooth stones and a slingshot to suit his strategy and comfort level better, leading to his success.
In the same way, Fivestone Financial guides clients to embrace straightforward financial strategies, avoiding unnecessarily complicated investment schemes or excessive fees. This approach helps clients navigate the economic landscape with clarity and confidence, empowering them to make informed decisions to achieve their long-term objectives.
cOMPETENT, ETHICAL ADVICE MADE SIMPLE
JEFFERY COFFMAN, CFP®
Jeff Coffman entered the financial advisory profession driven by a deep-seated desire to help individuals align their finances with their core values. Passionate about personal finance and dedicated to continuous learning, he finds great fulfillment in guiding clients through discovering their true aspirations and developing customized plans to achieve them. Jeff places his clients' needs above all else and is committed to delivering significant value that resonates on practical and personal levels. His approach is centered on cultivating strong relationships founded on trust and empathy, ensuring that each client's financial journey is purposeful and rewarding.
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JOHN GIBSON, CPA
After receiving his master's degree in taxation, John started his career practicing corporate and individual tax planning. At the heart of his financial advising practice is a commitment to building meaningful relationships with individuals and their families. John takes pride in understanding his client’s unique goals and crafting personalized strategies that align with their aspirations. He is dedicated to helping individuals and families confidently navigate complex financial decisions, ensuring the advice he provides is clear, actionable, and deeply relevant to their lives. Driven by the purpose of providing a lasting impact, John ensures each client feels supported and confident in their financial decisions.
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In our planning meeting, we explore your unique financial situation, assessing your current financial position, ongoing activities, and long-term and mid-term aspirations. Together, we craft a comprehensive, personalized plan that outlines your goals and the necessary steps to achieve them. This strategic roadmap ensures clarity on how we can work towards your financial objectives effectively.
Our discovery meeting is an opportunity for us to learn about your financial goals and values while you get to know our approach and expertise. We both assess if there's a strong fit and mutual understanding to work together effectively. This initial step sets the foundation for a collaborative journey towards achieving your financial aspirations with clarity and confidence.
During this phase, we provide clear answers to the question "Now what?" We outline specific actions to start, stop, or adjust to achieve your financial objectives. Our recommendations are tailored to your unique situation, ensuring a focused approach that effectively moves you closer to your goals.
Our commitment to your financial success is demonstrated through our regular strategy sessions. We will meet every six months for strategy sessions to ensure accountability and to make necessary adjustments as your goals, life circumstances, and priorities evolve. While you have access to us anytime you need, these regular meetings are essential for maintaining alignment with your financial strategy.
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organized, structured, and efficient
4 STEPS TO A PERSONALIZED PLAN
Our discovery meeting is an opportunity for us to learn about your financial goals and values while you get to know our approach and expertise. We both assess if there's a strong fit and mutual understanding to work together effectively. This initial step sets the foundation for a collaborative journey towards achieving your financial aspirations with clarity and confidence.
discovery
In our planning meeting, we explore your unique financial situation, assessing your current financial position, ongoing activities, and long-term and mid-term aspirations. Together, we craft a comprehensive, personalized plan that outlines your goals and the necessary steps to achieve them. This strategic roadmap ensures clarity on how we can work towards your financial objectives effectively.
planning
During this phase, we provide clear answers to the question "Now what?" We outline specific actions to start, stop, or adjust to achieve your financial objectives. Our recommendations are tailored to your unique situation, ensuring a focused approach that effectively moves you closer to your goals.
recommendations
Our commitment to your financial success is demonstrated through our regular strategy sessions. We will meet every six months for strategy sessions to ensure accountability and to make necessary adjustments as your goals, life circumstances, and priorities evolve. While you have access to us anytime you need, these regular meetings are essential for maintaining alignment with your financial strategy.
strategy
