What is Financial Coaching?
A Financial Coach helps clients understand the fundamentals of personal and/or business finance, and then guides them through actions needed for them to achieve their financial goals. Each client receives personalized plans for their specific circumstances. A coach also offers accountability to reinforce and refine those plans along the way. They build livable budgets that allow clients to make progress and enjoy the journey. Ultimately, coaches seek to empower clients to clean up their financial households so that they can pursue the life of their dreams.  A Financial Coach is not a Financial Advisor, and cannot give clients specific investment advice or sell investment products. Financial Coaches connect you with financial information and then give insight on how to apply it to your life.