What is a financial coach? Just like a personal trainer helps you get in shape physically, a financial coach does the same for your finances. We guide individuals or families to manage their money more effectively, ensuring they understand how to budget, save, and spend wisely.

Role and approach: A financial coach’s main role is to provide support, education, and accountability. We educate you on basic financial principles and how to apply them in your daily life. For example, setting up a budget tailored to your income and goals, or devising strategies to eliminate debt. We can also help set financial goals, whether it’s saving for a major purchase, planning for retirement, or building an emergency fund.

Focus on behavior: Unlike financial advisors, who often focus on selling financial products or managing investments, financial coaches prioritize teaching and behavioral changes. They don’t provide specific investment advice but help you develop healthy financial habits for long-term stability and success.

Outcome: Ultimately, a financial coach equips you with the knowledge and confidence to make informed financial decisions, putting you in control of your money and future.