What is a financial coach?

• A financial coach is a professional who helps individuals and families to achieve their financial goals by providing guidance, education, and support. A financial coach can help you with budgeting, debt reduction, retirement planning, and other financial matters.

How is a financial coach different from a financial advisor?

• A financial advisor typically focuses on managing investments and providing investment advice. A financial coach, on the other hand, focuses on helping individuals and families with their overall financial well-being, including budgeting, debt reduction, and financial goal setting.

How can a financial coach help me?

• A financial coach can help you in a number of ways, such as:

1. Creating a budget and tracking expenses

2. Reducing debt and improving credit score

3. Planning for retirement and saving for the future

4. Developing financial goals and creating a plan to achieve them

5. Providing education and support to help you make informed financial decisions

How often should I meet with my financial coach?

• The frequency of coaching sessions will depend on your individual needs and goals. Typically, clients meet with their financial coach on a monthly basis, but the frequency can vary depending on the complexity of your financial situation.

Is financial coaching confidential?

• Yes, financial coaching is confidential. Your coach will not disclose any information about you or your finances without your written consent, except as required by law.

Do I need to have a certain income level to work with a financial coach?

• No, financial coaching is available to individuals and families at all income levels. A financial coach can help you regardless of your income level by providing education and support to help you make informed financial decisions.

How do I get started with financial coaching?

• Schedule an initial consultation to discuss your situation and determine if financial coaching is right for you.