FAQs

A financial coach helps people develop better money habits, build budgets, pay off debt, and create financial goals. They offer guidance, education, and accountability — not investment advice.

Financial coaches prioritize day-to-day money management and behavior change, while financial advisors typically concentrate on investments, and financial planners focus on retirement planning, wealth building, and sometimes estate planning.

Most often, advisors invest your money with a focus on its growth, while coaches concentrate on your development, assisting you in achieving financial peace and personal goals with money.

Where financial advisors are incentivized to increase your money under management (investments), financial coaches are motivated to guide you towards the goals you set for yourself.

For instance, if you aim to grow your wealth, both a financial advisor and a coach will assist you. If you want to solidify your retirement and estate strategies, both a financial advisor and a planner will support you. If your goal is to spend without guilt or shame and embody the generous spirit your Grandma hopes for, then a coach is the right person for you.

Not at all. Many clients want to improve already decent finances, reach goals faster, or gain confidence and control.

We’ll review your income, expenses, debts, and goals. We’ll then build a customized action plan together. Sessions are conversational and confidential, structured agendas and flexible enough for all of your one-off questions that you aren’t sure who else to ask (because asking your parents is out of the question, I get it).

Absolutely. We’ll create a personalized debt payoff plan and build habits to help you stay on track.

Did you know that you are 2- 3x more likely to hit your financial goals with a coach than without? (Source CFPB, Fidelity, Ramsey Solutions)

Yes. We’ll create a flexible budgeting system tailored to irregular income like freelance, commission work or the service industry.

No. Coaches do not offer investment advice. However, we can help you understand basic financial principles and connect you with a licensed advisor if needed.

Great question. What’s great about the internet is that you can find ANYTHING you are seeking. You can scroll for hours, watch endless videos and save any plan that looks good. But what endless videos, blogs, and podcasts won't do for you is hear where you are now, tailor a plan to your unique situation, and walk with you as things change.