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.
Over the last 12 years, I have grown an increasing passion for personal budgeting / following a plan with my income. Late last fall, I began to seriously pursue teaching what I have learned to others. I am definitely a geek when it comes to personal budgeting and at least for now, am doing financial coaching as a side-hustle.
Why did you become a financial coach?
I have seen the difference that learning how to manage my income has made in my own life and I want others to experience the freedom that I have found in my finances.
Who is your ideal client? What is the main problem you help your clients solve?
My ideal client is a couple who is either engaged or newly married and needs to get on the same page with how they will allocate (aka budget) their income. The primary problem I help my clients solve is first- determining what their most important goals are, and second- helping them get on a budget that aligns their spending with their most important goals.
What is a strategy, tip or piece of advice you give your clients often?
My favorite piece of advice is telling people that nothing about this is complicated. It is a matter of figuring out what is most important and then spending money based on those priorities. The math is easy (I even hate math!)
What is a strategy, tip or piece of advice you could give to other financial coaches?
Don’t admit failure too easily. So many people have been in a terrible spot wit
h managing their income for so long that they don’t even realize how bad it is. Realize that success will not happen overnight, and as Kelsa puts it, you must focus on messy action!
What is one thing you learned the hard way when it comes to being a financial coach?
That there is a lot more that goes into starting a business than meets the eye. Don’t get discouraged if you have a busy life as I do and it takes a long time to make substantial progress.
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