What is Financial Coaching?

  • Financial planning is the roadmap and tactics
  • Financial coaching is the knowledge, accountability and motivation to make it happen
  • Financial coaching is adaptable to different personality styles
  • Examples:
    • Relating with money
    • Overcoming debt
    • Making good decisions around large purchases such as home or vehicle
    • College planning and student loans
    • Estate planning
    • Choosing the right kinds of insurance
    • Retirement and investing
    • Budgeting and cash flow planning
  • Financial planning is important, without coaching it can be difficult to implement

Intro/outtro music credit: eccentric - I Can Show You [Argofox Release] by Argofox