A financial coach helps clients develop a positive relationship with money. They educate their clients on personal finance topics and teach them how to confidently manage their money on a day-to-day basis. Through financial coaching, the client will be able to understand and assess their financial situation. Furthermore, with guidance and accountability, a structured plan is created with the client’s values and goals in mind to aid them on their financial journey.
Just like a coach for a sports team, a Financial Coach will teach the client the knowledge and skills of the game and guide them in creating healthy habits that will help them continuously get better. In addition, they will consistently challenge the client and always be there encouraging them from the sidelines. Instead of being the coach for a sports team, they are the coach for their client’s finances!
Below are common misconceptions people may think before hiring a Financial Coach:
- I need to save first before working with a Financial Coach.
- I am ashamed of where I am right now, so I want to get things together first.
- I know I need to do something, but I want to figure out what that is before working with someone.
- When I get myself together and determine my goals, I want to work with a Financial Coach.
All of these are common thoughts people may have and it is understandable why they may come up. Let me tell you, a Financial Coach is there for their client through thick and thin! They meet their clients where they are, as the coach is there to support the client through whatever they are going through. No judgement nor pressure. They are there to empower, encourage, and teach the client financial topics to help them to be able to confidently manage their finances. The sessions with the Financial Coach will be personalized and tailored to the client’s unique experiences, needs, values, and goals.
If you are interested in working with a Financial Coach and you are looking for more information, feel free to schedule a Q&A Call here with Claim It Financials! If you have already decided that this is what you would like to do, you can schedule a Breakthrough Session with me here. I would love to work with you and help you on your financial journey!