bournefinancialcoaching.com
bournefinancialcoaching.com
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  • Services
    • Subscription-Based Coach
    • Create your Gameplan
    • Comprehensive Services
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  • Disclosures
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    • Home
    • Services
      • Subscription-Based Coach
      • Create your Gameplan
      • Comprehensive Services
    • About
    • Disclosures
  • Home
  • Services
    • Subscription-Based Coach
    • Create your Gameplan
    • Comprehensive Services
  • About
  • Disclosures

WELCOME TO BOURNE FINANCIAL COACHING

Bourne Financial Coaching empowers individuals to have the resources necessary to pursue and fulfill their dreams through a holistic financial planning approach

SERVICES

Subscription Based Coaching

Subscription Based Coaching

Subscription Based Coaching

Gain year-round access to Bourne Financial Coaching’s platform and expertise through a fee.

Financial Gameplan Creation

Subscription Based Coaching

Subscription Based Coaching

We can create a personalized plan to help you see the path to accomplish your financial goals, no matter the stage you are in. 

Comprehensive Services

Industry Leading Technology

Industry Leading Technology

We offer budgeting advice, debt elimination strategies, insurance planning, financial planning, retirement planning, 401(k) rollovers, Roth conversions, tax planning and preparation, investment management, and estate planning consultations. 

Industry Leading Technology

Industry Leading Technology

Industry Leading Technology

Our tools, such as eMoney and Holistiplan, empower you to view your financial landscape at any level of detail you desire. This access helps you have the most important information available when creating and adjusting your financial goals.

Why work with Conner?

Personalized Approach

Insightful Expertise, Empathetic Engagement

Insightful Expertise, Empathetic Engagement

 No person, plan, or list of priorities is one size fits all, therefore your solutions will be customized to your specific needs.

Insightful Expertise, Empathetic Engagement

Insightful Expertise, Empathetic Engagement

Insightful Expertise, Empathetic Engagement

We leverage experiential wisdom gained from our past to provide our clients with empathetic and insightful financial guidance. Our holistic approach ensures multiple viewpoints on complex matters, helping clients navigate everyday financial decisions with confidence and clarity.

Values Based Approach

Values Based Approach

Values Based Approach

We recognize that financial planning is not just about immediate gains, but about building a sustainable and secure future. Together, we'll create a strategy that aligns with your long-term goals, helping to ensure your financial health and peace of mind for years to come.

Fee Based Model

Values Based Approach

Values Based Approach

A fee based model aligns our interests by keeping recommendations focused on your best interests. 

Our Mission

The mission of Bourne Financial Coaching is to help people meet and achieve their financial goals, regardless of stage in life. 

See Our Services

Meet Conner

Hello! I'm Conner Bourne, a Central Florida native who proudly calls the Sunshine State home. I hold a degree from Wheaton College and have furthered my education with an MBA from Rollins College.


My passion lies in empowering individuals to take control of their financial futures. Through personal financial coaching, I aim to instill confidence in people's decision-making abilities, believing that they possess more competence in this area than they may realize. My mission is clear - to help you harness the power of your money, guiding you towards more effective and intentional financial choices.


In addition to my role as a financial coach, I am honored to serve as a deacon at Mosaic Church at Walt Disney World. This community holds a special place in my heart, and I find fulfillment in contributing to its growth and well-being.


On a personal note, I am happily married to my wonderful wife Betsy, and together, we are navigating the joys and challenges of parenthood with our young son, Ezra. Family is at the core of everything I do, and I approach financial coaching with the understanding that money is a tool to enhance and support the life you desire for yourself and your loved ones.


Thank you for considering me as a partner on your financial journey. Let's work together to build a future that aligns with your dreams and aspirations.

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Bourne Financial Coaching Blog

Disclosures

See Below

Advisory services offered through Strategic Blueprint LLC. Conner Bourne is an Investment Adviser Representative of Strategic Blueprint. Strategic Blueprint is otherwise unaffiliated with Bourne Financial Coaching.

Supervisory office: 678-954-4010.


1. No Investment Advice:The content and information provided on this site are intended for general informational purposes only. Bourne Financial Coaching does not offer, endorse, or provide investment advice. The materials on the Site are not tailored to any specific individual or entity's financial situation. It is essential to consult with a qualified financial professional or advisor before making any investment decisions.

2. No Insurance Advice:Bourne Financial Coaching  does not provide insurance advice or recommendations. The information presented here is not a substitute for professional advice from a licensed insurance expert. Visitors are encouraged to seek advice from qualified insurance professionals to address their specific needs and circumstances.

3. Educational Content:The content on the Site is educational and designed to promote financial literacy and awareness. While we strive to provide accurate and up-to-date information, financial situations can vary, and information may become outdated. Users should verify any information before making decisions based on it.

4. No Client-Coach Relationship:Accessing and using the Site does not establish a client-coach relationship between users and Bourne Financial Coaching . The content is not a substitute for personalized advice from a certified financial coach.

5. Third-Party Links:The Site may contain links to third-party websites or resources. Bourne Financial Coaching  is not responsible for the content or accuracy of information on external sites. Users should review the privacy policies and terms of service of these third-party sites independently.

6. No Guarantees:Bourne Financial Coaching makes no guarantees regarding the accuracy, completeness, or reliability of the information presented. Financial markets and regulations are subject to change, and users should verify information independently.

7. Changes to Terms:Bourne Financial Coaching  reserves the right to update, modify, or change the terms of this disclosure without notice. It is the user's responsibility to review this disclosure periodically for any changes.

By continuing to use Bourne Financial Coaching , you acknowledge that you have read, understood, and agreed to the terms of this disclosure. If you do not agree with any part of this disclosure, please refrain from using the Site. If you have specific financial concerns or questions, we recommend consulting with a qualified professional.

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