How We Help
One-on-One Financial Coaching Can Help You:
When Should You Work with a Financial Coach?
Contrary to what some may believe, you don’t need to have millions of dollars to work with a financial coach.
In fact, some of our clients have debts, little to no savings, and imperfect spending habits.
If you’re in debt, a financial coach can help you develop a smart budgeting plan.
If you earn a high salary, a financial coach can help you allocate money for savings, investing, and your emergency fund. That way, you and your coach can develop a plan to boost your passive income.
No matter your situation, a financial coach can help.
What is the Difference Between a Financial Coach and a Financial Advisor?
In general, a financial coach helps clients build a good relationship with money, deals with the emotions and money mindset so they can reach their financial goals effectively. Financial coaches do not sell financial products or give investment advice. A financial advisor helps clients with investing and sells financial products. .
Typically, a financial advisor determines their fees based on a percentage of their client’s assets. While a financial coach usually charges a flat monthly fee or package rates.
Often, a financial advisor won’t work with you if you don’t meet their minimum wealth requirement, while a financial coach will work with you even if you have little to no assets. A financial coach can provide the foundation you need to become an investor. Before you consider investing, you must have a healthy relationship with money. A financial coach’s main objective is to teach you how to become financially literate so you can better handle your finances.
Contact Us
Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.