Frequently Asked Questions

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Q:  What is Financial Coaching?

A:  Financial Coaching is about educating, empowering, and being an accountability partner for clients!

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Q:  What are the Goals of a Financial Coach?

A:  To educate clients on the basics of personal finance and, as a team, create a spending plan that reflects the values and goals of the client.  The coach then empowers clients to take responsibility for their decisions, supports their continual learning and growth, and serves as an accountability partner throughout the process.

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Q:  What is a Financial Coach not?

A:  A Financial Coach is not a financial advisor.  Financial Coaches are not legally allowed to give investment advice.  To that end, the goal of a coach is not to tell you what to do with your money.  It's to help guide you on a path to financial freedom.