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Insights

Client Focus Fee-Only, independent financial planning with long-term retainer relationships signals high client lifetime value and potential cross-sell opportunities in tax planning, retirement strategy, and ongoing asset management.

Markets Served Operating across Kentucky, Indiana, Florida and multiple states indicates expansion potential and partnership opportunities with regional affluent clients seeking tax-efficient planning and retirement optimization.

CFP Expertise All advisory staff are CFP professionals, underscoring credibility for selling comprehensive planning packages, financial wellbeing assessments, and retirement readiness services to high-net-worth or near-retiree prospects.

Tech Enablement Utilizes cloud and web-based tech stack (AWS, Node.js, Google Maps, analytics tools) which can be leveraged to offer scalable planning platforms, client portals, and improved digital outreach to drive growth.

Small Firm Advantage Small team with a personalized, fiduciary-first approach positions for targeted regional marketing against larger firms, enabling proactive outreach to former clients of competitors and local businesses seeking trusted, low-conflict advice.

Coats Financial Planning, Inc. Tech Stack

Coats Financial Planning, Inc. uses 8 technology products and services including Amazon Web Services, Open Graph, Amazon Route 53, and more. Explore Coats Financial Planning, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Amazon Route 53
    Domain Name Services
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Node.js
    Programming Languages
  • Sqreen
    Security
  • Google Tag Manager
    Tag Management

Coats Financial Planning, Inc.'s Email Address Formats

Coats Financial Planning, Inc. uses at least 1 format(s):
Coats Financial Planning, Inc. Email FormatsExamplePercentage
First@coatsfinancialplanning.comJohn@coatsfinancialplanning.com
43%
First.Last@coatsfinancialplanning.comJohn.Doe@coatsfinancialplanning.com
28%
FirstLast@coatsfinancialplanning.comJohnDoe@coatsfinancialplanning.com
15%
Middle@coatsfinancialplanning.comMichael@coatsfinancialplanning.com
14%

Frequently Asked Questions

What is Coats Financial Planning, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Coats Financial Planning, Inc.'s main corporate office by phone at
+1-502-426-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coats Financial Planning, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCoats Financial Planning, Inc.'s official website is coatsfinancialplanning.com and has social profiles on LinkedIn.

How much revenue does Coats Financial Planning, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, Coats Financial Planning, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Coats Financial Planning, Inc.'s NAICS code?

Minus sign iconPlus sign iconCoats Financial Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Coats Financial Planning, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, Coats Financial Planning, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Financial Planner: Z. C.. Explore Coats Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Coats Financial Planning, Inc. belong to?

Minus sign iconPlus sign iconCoats Financial Planning, Inc. operates in the Financial Services industry.

What technology does Coats Financial Planning, Inc. use?

Minus sign iconPlus sign iconCoats Financial Planning, Inc.'s tech stack includes Amazon Web ServicesOpen GraphAmazon Route 53jQueryGoogle MapsNode.jsSqreenGoogle Tag Manager.

What is Coats Financial Planning, Inc.'s email format?

Minus sign iconPlus sign iconCoats Financial Planning, Inc.'s email format typically follows the pattern of First@coatsfinancialplanning.com. Find more Coats Financial Planning, Inc. email formats with LeadIQ.

When was Coats Financial Planning, Inc. founded?

Minus sign iconPlus sign iconCoats Financial Planning, Inc. was founded in 2000.
Coats Financial Planning, Inc. logo

Coats Financial Planning, Inc.

Financial ServicesKentucky, United States2-10 Employees

Coats Financial Planning, Inc. is a financial services firm based in Louisville, Kentucky, focused on providing fee-only financial planning and investment advice. The company emphasizes independent, objective reviews of clients’ financial situations and aims to build long-term relationships through ongoing retainer arrangements. With a team of CFP® professionals, the firm highlights tax planning, retirement strategy, and low-cost, tax-efficient investing as core areas of value, positioning itself as a planner-first practice that seeks to optimize clients’ assets over time while maintaining a long-term investment perspective. The firm serves clients across Kentucky, Indiana, Florida, and multiple other states, reflecting a regional reach beyond its local footprint.

Section iconCompany Overview

Phone number
+1-502-426-****
Website
coatsfinancialplanning.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Coats Financial Planning, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Coats Financial Planning, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    Z. C.
    Financial Planner
    Mobile Phone

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