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.
When a friend told me about financial coaching, it immediately resonated with me. Although I have degrees in finance and business, I was never interested in being a financial advisor, planner, or investment banker. But, I’ve always been good at personal finance. Even at an early age, the
se things had come natural for me so I never thought much about it. But, over the years I became aware that managing money isn’t as easy for everyone and can often be a major stressor in their lives. I also realized the far-reaching impacts on a person’s life when they are facing money problems. I thought about how amazing it would be to help empower people to take control of their finances and give them the encouragement, hope, and accountability they need to live a richer life, in more ways than one!
Why did you become a financial coach?
As I thought about financial coaching more and more, I realized this purpose was much bigger than me. I began to feel called to do this. I could use this second-nature skill,
this gift, to help people overcome the guilt, shame, inadequacy, and hopelessness that had been holding them back from living their best life. I knew there were people out there who needed help, and I thought maybe, just maybe, I’m the one person who they need to connect with for them to break free!
Who is your ideal client? What is the main problem you help your clients solve?
My ideal client is someone who is willing and ready to work, open to learn and grow, and committed to making the necessary changes to get results. I focus on providing education, guidance, and accountability to help clients effectively budget, reduce debt, increase savings, and achieve goals.
What is a strategy, tip or piece of advice you give your clients often?
Every step counts! Celebrate the small wins along the journey.
What is a strategy, tip or piece of advice you could give to other financial coaches?
For new or aspiring coaches, get started! It’s good to have a plan but you will learn the most from actually working with clients. Generally speaking, my advice would be to meet clients where they are and be flexible. Personal finance is personal and every client’s situation is different. Our role as coaches is to provide guidance in helping the client figure out what is best for them. Be careful about forcing your own views and opinions on your client and being too prescriptive.
What is one thing you learned the hard way when it comes to being a financial coach?
Despite their situation, a person has to be ready and willing to be coached and make changes. You can’t do it for them.
Progress over perfection. Sometimes good enough will do and you can learn and improve along the way.Don’t be afraid to put yourself out there!
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