What is a Financial Coach?


A Financial Coach supports clients as they make financial behavior changes.  A financial coach is neither a financial counselor or advisor. If you think of it from a traditional “coach” perspective, a financial coach helps the client (athlete) make performance improvements to meet certain goals. In this case, it would be financial goals that are set up by the client and coach as a team. Your financial coach provides encouragement, monitoring and support to build long-lasting, positive financial behaviors.  As you progress through sessions with your financial coach, you will attain the life-long behavior changes of goal-setting, planning, execution, and financial goal achievement.