Frequently Asked Questions
What is Financial Coaching?
Financial coaching is an exploration of your current relationship with money. Coach and client work together to create a plan to move from a current, unsatisfactory relationship toward a transformational goal.
How is my Financial Coaching different from others?
My financial coaching goes beyond traditional financial planners and literacy consulting. Our focus is around opening the conversation about money—specifically:
- What is your relationship with money?
- What would you LIKE that relationship to be?
- How do you talk to your advisor/spouse/kids/parents/friends about money?
- Does that approach work for you?
Our committed work is to shift your answers to these questions to Comfortable, Openly, and Yes!
What is Financial Planning?
Financial planning is working with a licensed advisor to develop a plan and allocation of your financial resources that will support your current and future lifestyle needs and goals.
What is Financial Literacy?
Financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective financial decisions and collaborate effectively with his/her financial advisor.
To see how Financial Coaching fits into your life Begin the Conversation Today!
Finance Is Personal: Making Your Money Work for You in College and Beyond
"Although some of the most important decisions we make in life are financial, most people rely on their intuition rather than reason. In Finance Is Personal, the authors digest key findings from psychology to help readers leverage their natural style, preferences, and values in order to make more effective and profitable choices. This book will do more to increase young people's financial IQ than any formal course, MBA, or business experience―a must read!"
(Dr. Tomas Chamorro-Premunzic, professor of business psychology at University College London, visiting professor at Columbia University, vice president of research and innovation at Hogan Assessments, and the co-founder of metaprofiling.com.)
Exclusively Available at Amazon.com Here