Frequently Asked Questions
What is Financial Coaching?
A financial coach is someone who can provide common-sense education and empowerment that will give people the skills they need to change their lives and in the process change their family trees!
Difference Between a Financial Coach & Advisor?
A financial coach is someone who is well versed in areas of budgeting, getting out of debt, avoiding bankruptcy, saving for college and retirement, to name a few. Coaches educate clients on investing terminology and how it works while financial advisors are licensed to give stock advice as well as sell investment products.
How Do I Know if I Need a Financial Coach?
Too much month at the end of the money? Collection phone calls driving you mad? I make a lot of money and nothing to show for it? What’s a budget? These questions and many others may be a sign that you could benefit from a meeting with a financial coach.
I Would Like to Pay With My Credit Card
According to a USA Today article about debt, 59% of Baby Boomers have credit card debt. We want you to eliminate this debt completely from your life. Therefore only checks and debit cards are accepted as payment for coaching sessions.