The purpose of The Many Faces of a Financial Coach blog series is to inspire up-and-coming and veteran coaches alike. Our mission is to show the beautiful uniqueness to coaches overall while telling their story, describing their niche and allowing them to offer tips & advice to other coaches. Profiles of coaches are not necessarily participants or graduates of the Financial Coach Academy training program (although some are). It’s purely for inspirational purposes only.
When did you start your Financial Coaching business?
Tell us about your journey to becoming a financial coach.
23 years working in financial services — including being a mortgage underwriter and banker for 7 years and a financial advisor for four years — a CFP and MBA in finance
Why did you become a financial coach?
I enjoy teaching people about their inner relationship with money and how it affects their net worth more than I enjoy structuring financial plans, selling products and investing money for my clients.
Who is your ideal client? What is the main problem you help your clients solve?
Entrepreneurial women ages 40+ who realize they have not saved enough money to ever retire and they are ready to do some deep soul diving to understand why they have not achieved financial independence and confidence in their life — then taking what they learn to create a plan for their future that lasts and supports them emotionally and financially.
What is a strategy, tip, or piece of advice do you give your clients often?
Do the work inside and the outside work will be much easier!
What is a strategy, tip, or piece of advice you would give to other financial coaches?
It isn’t just about the practical money stuff — there is an iceberg of stuff going on under the surface for clients, and when you ignore it or don’t take it into consideration, then you are missing out on an opportunity to help your clients in a bigger way than they dreamed possible.
What is one thing you learned the hard way when it comes to being a financial coach?
Everyone has different challenges and it is important to understand where people have been and where they want to go before you create a plan to help them move forward. A lot of times people are confused about what they really want.
Feeling inspired? Want your story & profile to be part of The Many Faces of a Financial Coach?
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