Financial Coach?

Financial Coach vs. Financial Advisor: What's the Difference?

The world of personal finance can be confusing. When you're looking for help with your money, you'll often hear about two different types of professionals: financial advisors and financial coaches. While both can be helpful, their roles are very different.

Financial Advisors: Managing Your Investments

A financial advisor's primary role is to help you manage your investments and plan for major life events like retirement. They typically hold licenses to sell financial products like stocks, bonds, and insurance. They are the guide on your journey to building wealth through investments.

An advisor is a great fit if you're looking for help with:

• Investment and retirement planning

• Creating a portfolio of stocks or bonds

• Estate planning and insurance

• Managing a large sum of money

Financial Coaches: Changing Your Behavior

As a financial coach, my role is to help you with the day-to-day behaviors and habits that impact your money. We won't talk about stocks or mutual funds. Instead, we'll focus on your personal finances, creating a game plan to get out of debt, build a budget that works for you, and establish a new mindset that leads to financial peace.

A coach is a great fit if you're looking for help with:

• Creating a personalized budget

• Getting out of debt and staying out of it

• Stopping money fights with your spouse

• Building an emergency fund and consistent savings habits

Can a Coach and an Advisor Work Together?

Absolutely. Many of my clients choose to work with a financial advisor after they have established a solid foundation with my help. Once you're out of debt and have a healthy savings habit, a financial advisor can help you invest your money for the future.