Why Should I Work With a Financial Coach?

A financial coach works one on one with a client in order to help their client achieve a goal. Financial coaches, as you may have guessed, have expertise in finance. This covers a broad range of topics: budgeting, saving, college planning, retirement, and many more. Financial coaches take the time to sit down with you and walk through your unique situation in one, or more, of these areas.

 Why would I work with a coach then instead of an accountant or financial advisor?

Accountants and financial advisors are both good people to know. Accountants help with taxes and balancing books for businesses. Financial advisors work with individuals to make sure they will have enough money to retire on. A financial coach is a starting point. Many times, people don't know where to begin financially. For others, they may be in such a mess that they just need someone to walk them through a plan. This is the mission of financial coaches: a coach gets you going in the right direction and even changes your way of looking at certain situations in your life. 

Why would I need a financial coach? I have the internet. 

Great question. Why do individuals choose to work with personal trainers at a gym, or attend yoga classes? We all know that we can research different workouts. A healthy diet and exercise are two of the most common ways to stay in top shape. Yet, in both of these scenarios personal trainers and coaches exist. People like having one on one attention. Just because something works for someone else, does not mean it will work for everyone. Also, some people like to have a guide walking on a journey with them.      

 So by working with a financial coach, what exactly am I getting?

When you work with a financial coach, you will receive one on one attention designed to help you achieve your goals. Need help budgeting monthly expenses? Worried you won't be able to save for your children's college? Young professional just entering the workforce and wondering how this thing called personal finance works? There are many different scenarios out there to work with a coach.

Still have questions or concerns? Schedule a free consultation call to discuss the coaching process and your questions answered.