A financial coach handles the day to day matters of your finances, such as learning how to budget, save money, and pay off debt.
A financial advisor helps you make more money by selling or giving you advice on investments, securing your assets, or selling you insurance.
A financial planner specializes in long-term goals/planning which may include tax planning, asset allocation, risk management, retirement, or estate planning.
A financial coach can help you modify ineffective money management behavior and develop successful strategies to reach your financial goals.
Speaker Les Brown said, “when your WHY is big enough, you will find your HOW.”
Before any of the actual coaching begins, we provide a free consultation to understand your current situation and determine how you will best benefit from financial coaching.
Once you purchase a session or a session package, we will begin discussing in depth how best to begin your journey to financial freedom and meet your goals.
There is a lot of information out there, but it can be overwhelming. Working with a professional, can save you time and money because I can filter all of the information that is out there and guide you. Another huge piece of the puzzle is the accountability that I provide. This accountability will help you to develop new habits and change your relationship with money. Much like how working out with a personal trainer can help you stick to your workout plan!
Guiding you to acknowledge you may need to adapt to reach your financial goals.
Helping you learn what adjustments are required to reach your financial goals.
Encouraging you to do the necessary steps to reach your financial goals.