Financial Coaching vs. Financial Planning: What's right for you?
- Susan Roberts
- Jun 26, 2020
- 1 min read
Updated: Aug 3, 2020
When it comes to personal finance, we all need a little help and guidance every now and then. But how do you know if you need a financial coach or a financial planner?

The answer is easy: You need both.
Let's talk about the differences.
First, a financial coach isn't selling you a product. We don't take a cut of your investments or earn income from your stock market success. Financial coaches are guides who help empower you to know the steps to take to reach your goals. We provide you with the knowledge and wisdom needed to look at your situation and provide insight for how to improve your situation. Budgeting (yes, for EVERYONE), fostering a healthy relationship with money, and changing financial habits are just a few of the ways financial coaches are one of the best possible ways you can spend your money.
Financial planners, on the other hand, are super-helpful when it comes to investments, insurance advice (like long-term care and life insurances), and legally planning for your future. Especially when you've reached Baby Step 7, you're ready to really get in the game and make your money work for you.
Decide today to change your future--schedule your free consult now!
Do you have experience with a financial planner or coach? What's been most helpful for you? Comment below!
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