FAQs

While both financial coaches and financial planners offer guidance on managing your money, their roles and focuses differ significantly.

Financial Coach

• Focus: Goals, behavior change, and building financial literacy

• Services: Budgeting, debt management, saving for specific goals, wealth building, accountability and support

• Approach: Coaching relationship, emphasizing education and motivation.

• Ideal for: People who need help developing good money habits, overcoming financial challenges, or achieving goals.

Financial Planner

• Focus: Long-term financial planning, investment strategies, and wealth management.

• Services: Retirement planning, investment portfolio management, tax planning, estate planning.

• Approach: Analytical and data-driven, providing comprehensive financial plans.

• Ideal for: Individuals with a solid financial foundation looking to build wealth, manage complex financial situations, or plan for retirement.

In essence, a financial coach is like a personal trainer for your finances, helping you develop good habits and achieve short-term goals. A financial planner is more like a financial architect, designing a long-term strategy to build and protect your wealth.

A Discovery meeting is complimentary and comes with no obligation. It’s a great opportunity for us to discuss your needs and see if we’re a good fit for each other without any cost or commitment on your part.

Coaching sessions are primarily conducted via video conferencing to ensure maximum flexibility and accessibility for clients. This approach allows for convenient meetings from anywhere with an internet connection, eliminating geographical constraints. However, to accommodate those who prefer in-person interactions, arrangements can be made to meet at a local cafe or similar venue for clients who are within physical proximity. This option provides a more tangible and personal experience for those who value face-to-face interactions.