What is a Financial Coach?

I meet a lot of people who’re looking for help with their finances and money habits. And when I interact with them, I realize that most folks don’t really understand the difference between a financial coach, financial adviser, and other people on their wealth team.

And this lack of understanding often impairs their ability to get the right support, tools, mentorship, and accountability.

The roles and responsibilities of a financial coach are VERY different from that of a financial adviser or wealth manager.

Financial coaches are trained and experienced mentors who provide support, guidance and accountability to equip and empower you to take back control of your financial narrative. We work with you holistically to help you develop the mindset, tools and processes you need to reach your financial goals and build lasting peace and happiness.

We work with you to:

• Heal your relationship with money

• Transform your money mindset

• Build healthy money habits and behaviors

All so you can worry less, achieve more, and fulfill your financial and life goals!

If you want to learn more about what a financial coach does and whether working with a coach might be the right next step for you, check out this super comprehensive guide to financial coaching by The Accountable Network: 'What is a Financial Coach'