“THE SIZE OF YOUR DREAMS MUST ALWAYS EXCEED YOUR CURRENT CAPACITY TO ACHIEVE THEM. IF YOUR DREAMS DO NOT SCARE YOU, THEY ARE NOT BIG ENOUGH.”

A financial coach helps their clients with the basics of money management. They work with clients that need a budget, have debt, want to learn more about investing, or need help establishing their financial goals and implementing a system to reach those goals.

THE PROCESS:

• Analysis – Examining your current financial situation

• Aspiration – Determining what you hope to achieve

• Action – Developing a plan to reach your goals

• Accountability – Encouraging you throughout the entire process

A FINANCIAL COACH IS NOT:

•  A financial advisor 

•  A lawyer

•  An insurance agent

•  Licensed to tell you which investments to make

•  Licensed to sell you a product (such as life insurance)