BREAKAWAY FINANCIAL GROUP LLC

Our family has truly benefited from our relationship with Patrick and MoneyCoach. The plans and steps that lead toward financial security based on individual situations are well laid out and explained. Our whole family works with MoneyCoach including both daughters who started money plans at ages 20 and 21. We always receive a quick response when we have a concern or question which is very important to us. MoneyCoach is so much more than financial planning and advice however, and we highly recommend them to anyone wanting assistance regarding nearly all aspects of life and estate planning.

As a young married couple with very little experience in this realm, Patrick at MoneyCoach has been so helpful in navigating our financial situation. His advice has been instrumental in managing our student loan debt, and in helping us to prepare for the future (savings, life insurance, investments, etc.). He was recommended to us by a friend, and now I highly recommend his services as well.

Patrick and the Money Coach team are true professionals. They not only provide typical money management, but also provide a holistic view and support to wealth management, personal finances, and estate planning. End to end service and solution, not just equities trading.