Coats Financial Planning

Tabitha Tiefermann is a CFP® and holds a Series 65 license, currently working with Coats Financial Planning in Louisville, KY. She has three years of industry experience, including prior roles at E/Financial Alliance and the Western Kentucky University Center for Financial Success. Coats Financial Planning serves individuals, trusts, estates, and small businesses by providing personalized financial planning and investment advice with a focus on long-term, buy-and-hold strategies using passively managed index funds and ETFs. The firm operates on a fee-only retainer basis and emphasizes asset allocation and client-authorized trading.

Emily Beilman is a CFP® professional with two years of industry experience. She is currently with Coats Financial Planning and previously worked at Plancorp, LLC. Coats Financial Planning serves individuals, trusts, estates, and small businesses with personalized financial planning and investment advice. The firm emphasizes a long-term, buy-and-hold approach using passively managed index funds and ETFs, operating on a fee-only retainer basis without accepting commissions.

Anna Coats is a financial advisor with Coats Financial Planning in Louisville, KY, holding a Series 65 designation and nine years of industry experience. She has worked at Coats Financial Planning since 2014 and is also the owner and principal of Via Lata Consulting, a small supply chain operations and compliance consulting firm. Anna serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association. Coats Financial Planning serves individuals, trusts, estates, and small businesses with personalized financial planning and investment advice. The firm uses a long-term, buy-and-hold approach primarily with passively managed index funds and ETFs, operating on a fee-only retainer basis without commissions or percentage-of-assets fees.

Stuart Coats is a CFP® professional with 19 years of experience in financial advising. He has been with Coats Financial Planning since 2000, where he works as part of a four-advisor team in Louisville, KY. Coats Financial Planning provides personalized financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm follows a fee-only, retainer-based model and emphasizes long-term, buy-and-hold investment strategies using primarily passively managed index funds and ETFs.

Teresa Christensen is a CFP® professional with 15 years of industry experience. She operates Christensen Consulting, a sole proprietorship through which she contracts exclusively with Coats Financial Planning. Christensen works primarily from Dunnellon, FL, and travels quarterly to Kentucky to meet with clients. Coats Financial Planning serves individuals, trusts, estates, and small businesses by providing personalized financial planning and investment advice. The firm follows a fee-only, retainer-based model emphasizing asset allocation and long-term, buy-and-hold strategies using passively managed index funds and ETFs.