Wednesday Sep 27, 2023

47 | What is a Financial Coach? (3 Ways to Tell If You Should Work With One)

We like to joke that we became Financial Coaches approximately 5-minutes after it became a thing. 

 

As a new and growing profession with more Financial Coaches entering the field every day, it can be difficult to know who to work with. But most people (although they might be too embarrassed to admit it) aren't even sure what we do! 

 

After 4-years and counting as Financial Coaches - we’ve heard a handful of frequently asked questions and we’re answering them all today.

 

What is a Financial Coach and what’s the difference between a coach and an advisor? Most importantly - 3 easy ways to tell if you would benefit from investing in working with a Financial Coach! 

 

TIMEMARKS

  • What do Financial Coaches Actually Do? 2:13
  • 3 Ways Financial Coaches Provide Value 3:56
  • Financial Coaches with Specialties 7:30
  • What Financial Coaches Can and Cannot Help You With 8:43
  • Difference Between a Financial Coach and Financial Advisor 9:43
  • How to Use Financial Coaches and Financial Advisors Together 10:35
  • How to Find the Right Financial Coach for You 11:14
  • How to Tell If You Would Benefit from Working With a Financial Coach 15:52

 

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