Financial Coach vs Financial Advisor

A Financial Advisor…

is someone who sells you securities like mutual funds stocks bonds annuities. They help you with retirement and investing. They advise you on one aspect of your financial foundation, retirement. A Financial Advisor is extremely important to have in your corner. 

A Financial Coach…

helps you create a solid financial foundation. They help create a plan to get out of debt, they help build a budget, most importantly they help you work the budget. A financial coach helps you figure out how much money you should have saved, how to understand retirement and how to navigate insurances. A Financial Coach provides you with accountability and helps you achieve your money goals faster than if you were to do it alone.

Which Do You Need?

If you’re wondering if you need a Coach or Advisor, schedule a free consultation call with me. The purpose of this no cost meeting is to gain a better understanding of your financial needs, explore if you need a coach or advisor, and to understand how Coaching will help you reach your goals.