What is financial coaching?
Financial coaching is a one-on-one relationship in which a
coach works with clients to help them achieve their
financial goals through personalized guidance and support.
How is financial coaching different from financial
planning?
Financial coaching focuses on the behavioral and emotional
aspects of money management, while financial planning
typically involves creating a comprehensive financial plan
and investment strategy.
Who can benefit from financial coaching?
Anyone looking to improve their financial literacy, set
and achieve financial goals, or make better financial
decisions can benefit from working with a financial coach.
How often should I meet with a financial coach?
The frequency of meetings with a financial coach can vary
depending on individual needs and goals, but typically,
clients meet with their coach on a monthly or quarterly
basis.
Is financial coaching confidential?
Yes, financial coaching sessions are confidential, and
coaches are bound by ethical guidelines to maintain client
privacy and confidentiality.