What is Financial Coaching?

Financial coaches collaborate with clients to define their goals and identify the values that motivate them to achieve their goals. The best Financial Coaches have the "Heart of a Teacher".  It's not just the math, Financial Recovery depends upon changing your relationship with money.

Financial coaching focuses on the client’s “why” and is a technique that many financial professionals — financial planners or financial counselors — use to support clients in taking charge of their financial choices and implement their plan.

Financial coaches view the client as the expert in their own life and collaborate with them to create solutions and implement an action plan that works for them.


Financial Coaching is the art of establishing an individuals financial picture, discovering problems, creating a solution and plan of implementation to create a better, balanced, sustainable financial life. Together we will create a budget, net worth and action plan to meet your personal money management goals.


Financial Coaching is…

  • An approach that builds upon a strong foundation of financial knowledge.

  • A relationship in which client and coach collaborate on the ground rules.

  • Client-centered goal setting.

  • Focused on behavior change.

  • Accountability between client and coach.