The difference between a Financial Coach and Advisor
Financial COACHES (LIKE US)
Financial Coaches are good, hardworking people who care about their clients.
• Financial coaches deal with the day to day financial concerns of budgeting, planning, goal setting, saving, and finding the money to invest for future goals
• Financial Coaches show their clients how to take control of their entire financial lives so that they can decide what is best for them
• Financial Coaches, like those in sports, not only teach skills but they provide encouragement and celebrate success with their clients
• Financial Coaches help their clients to think positively about their finances so that their money serves them, not the other way around
• Financial coaches help their clients achieve their goals and flourish in their lives
Financial Advisor
Financial Advisors are good, hardworking people who care about their clients.
• Financial Advisors deal with the investment part of the equation: they come up with the best investments to suit the needs, goals, and risk tolerance of the client.
• Financial Advisors provide education on financial products, strategies, and techniques that will aid in a client reaching their goals
• Financial Advisors typically sell products to clients that they think will help the clients reach their goals