Financial Coaching

Financial coaching is about you, your thoughts & ideas, and behavior with money. Some key points to know:

• 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.

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.