Financial Advisor vs. Financial Coach

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Financial Advisor

Focus on your financial behavior, including retirement planning, risk assessment, estate planning, portfolio development, investment advice, asset allocation, tax planning, and insurance planning.

Financial Coach

 The purpose of a financial coach is to guide individuals in developing healthy money habits and managing finances effectively by providing support to achieve their financial goals through financial principles, budgeting, debt management, accountability, and effective communication. A financial coach helps, serves, and assists clients in restoring hope, confidence, and the ability to make well-advised and informed decisions.  A coach will always have the heart to empower, serve, and teach individuals to improve their financial goals. 

• I will guide you in how to let go of your confusion, fear, anxiety, and hopelessness around money: it is not a way to live.
• I will work on developing personal spending habits and aim to instill lifelong good financial behaviors, rather than just focusing on debt elimination.
• I will guide and prepare you to communicate and manage money better in your relationships.
• I will assist in navigating financial challenges and work towards becoming debt-free by creating a personalized plan to pay off various types of loans, including family loans, student loans, car loans, payday loans, and credit cards.
• Effective coaching involves exploring multiple routes and outcomes with clients, considering their reasons and emotional factors, rather than providing a single solution.