Partnering with Financial Advisors and CPAs

Unlike a financial advisors or accountants, as a financial coach, we work with a person’s day-to-day finances. That can look very different for many of us. We each have our own unique focus, approach, strategies we use, and ideal clients. (Don’t believe me? Check out the Many Faces of a Financial Coach blog series.) There are two other experts that help a person with their finances as well - CPAs and financial advisors. CPAs help an individual track and categorize expenses that already occurred (most likely business owners) and file their taxes for the prior year. Financial advisors are typically [...]