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.
I made some really bad choices with finances and got to the point something had to change. Began reading books such as Pay Yourself First and Rich Dad Poor Dad. I became very intrigued by the financial practices around saving money, understanding compound interest, rule of 72. Also I have already been passionate about stock investing so I would share my knowledge with friends, family, whoever would listen! I decided to change my career from communications to financial services. My goal is to receive the designation for CFP. I’m currently studying life and health course to become an insurance salesman!
Why did you become a financial coach?
I decided to become one to give others a clear path and strategy to getting their money thing under control.
Who is your ideal client? What is the main problem you help your clients solve?
The ideal client is some one who wants to change, willing to be teachable and wants results. The main problem I would like to help my clients solve would be how to get a savings plan on track and knock off debt.
What is a strategy, tip or piece of advice you give your clients often?
Pay yourself first!
What is a strategy, tip or piece of advice you could give to other financial coaches?
It’s great to be an effective listener!
What is one thing you learned the hard way when it comes to being a financial coach?
You must stay consistent and promote your business.
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