Frequently Asked Questions
What is the difference between a Financial Coach, a Financial Planner, and a Financial Advisor?
- Financial Coach: Through education and empowerment, financial coaches guide clients to build-up their confidence and gain the insight they need to make strong financial decisions. They are never in charge of the client’s money, but focus on creating personalized financial plans, debt and savings strategies, and a positive money mindset.
- Financial Planner: Through the establishing of well-round savings and investment strategies, financial planners are focused on their client’s long-term financial goals, as well as creating a comprehensive plan to get there. They can provide guidance in areas such as budgeting, tax planning, insurance, and investing.
- Financial Advisor: Through managing their client’s money and investment portfolio, financial advisors are great when client’s need assistance with investing and saving strategies, as well as tax, estate, and retirement planning. They also provide investing guidance and will make informed decisions on behalf of their clients.
Can I get investment advice from a Financial Coach?
Though we are not legally able to give you investing advice, we will be able to point you to a local Financial Advisor that can help you with the next steps of your investing plan.
As a Financial Coach, how “hands-on” are you?
Financial coaches are very people-focused and our main goal is for our clients to succeed in being financially confident. We will never dump a product on you and say “Good luck!” We work with you each step of the way until you are confident and able to make strong financial decisions, as well as achieve your financial goals.
Do you create a money plan and budget for me?
We will create the plan together. This is a partnership and my goals are based on your goals. Success comes from both sides being open, honest, full of integrity, and being willing to make changes in order to succeed.
How do we meet online?
You will receive a link in email through Dialpad. All you need is for your computer to have a camera, mic, and speakers.