What the heck is a financial coach, anyway?

Common Questions and Answers

When people hear the term Financial Coach, most people either think of a Financial Advisor or they have no clue what to think. This article is intended to provide some clarity and to answer some of the most common questions I get asked.

What is financial coaching?

A financial coach takes a holistic view of your financial picture and works as a guide to help you achieve your vision of success. Working with a coach allows you to tackle the scary or uncertain things with support, encouragement, and confidentiality that most people do not have for finances in their daily life.

How can a financial coach help me?

What topics can a financial coach help with?

What if I am in debt?

What if I am already wealthy?

Can you help me and my spouse/partner stop arguing about money?

Can you help my teen, relative, friend?

What does a typical session look like?

A typical session is 60 minutes long and is tailored to your unique situation. The sessions will work through a progression toward your goals and have applicable, action-oriented "homework" to be completed before the next session. As each client is coming with a specific starting point, set of challenges, and goals for the future, there is no on-size-fits-all definition of the contents of a session. And as the sessions progress and goals are realized, the structure may change to reflect the new circumstances.

How long does the coaching relationship last?

Do you offer workshops or classes?