How is a Financial Coach Different from Other Money Pros?

The financial industry has many professionals to meet your money needs:

• An investment advisor can sell you investments and evaluate their performance.

• An accountant or tax preparer can do your taxes and calculate the tax implications of events such as inheriting property or selling stocks.

• An estate planner can create wills, trusts, and other legal documents.

• An insurance salesperson can evaluate your insurance needs and sell you insurance.

All of these professionals are valuable and necessary, but they aren't focused on how you spend and save your money (except maybe an accountant who tells you to stop buying Ferraris). A financial coach addresses your behavior around money to help you understand where you can improve. A financial coach seeks to help you understand the reasons you handle money the way you do and how you can create money habits that are aligned with your priorities. Having an active, empowering money plan can help you get rid of money stress so you can focus on the things that matter to you. Talk to me today about how I can support you!