What is the difference between a Financial Coach and a Financial Advisor?
A Financial Coach focuses on the fundamentals of money management while promoting positive behaviors towards money. They provide tools and resources to assist clients in achieving their desired goals. Whereas, a Financial Advisor focuses on creating strategies for eliminating financial risk through different investment strategies and assist clients with building long-term wealth.
How do I know if I need a Financial Coach?
If you have exhausted free resources or you and your significant other just can’t seem to work as a team to be able to conquer your financial troubles then a Financial Coach is right for you. We focus on the problems that people have associated to money. Once you’ve conquered those problems you will be ready to transition to a Financial Advisor who can work with you to catapult your money goals.
Is having a Financial Coach a long-term commitment?
Working with a Financial Coach should be a short-term endeavor with long-term results. The idea is to give you resources and tools that will cause you to be successful with your finances. You will be more confident and knowledgeable to make sound financial decisions. At which point you will spread your wings and fly.
Where will consultation sessions be held?
All consultations will be virtual via Zoom. This makes us more accessible to clients regardless of where they live.
