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.
Julianne Miller, AFC®
When did you start your Financial Coaching business?
Tell us about your journey to becoming a financial coach.
The day our client walked into the accounting office and said she had no idea how to write her bills, I knew I wanted to help. I’d been helping clients write bills, fill out applications, and understand their taxes and I wanted to take it to the next level. After a lot of soul searching, life coaching, and certification, and support from my family, I opened my business in the fall of last year. I am proud to be the first formal business in my area to provide Financial Counseling and Daily Money Management.
Why did you become a financial coach?
I love to teach people financial concepts they don’t understand and see the lightbulb come on when they finally get it! I want to teach families that they can really understand their finances and make it work for them. I also want to reduce stress for elderly clients who are overwhelmed by their bills and financial records.
Who is your ideal client? What is the main problem you help your clients solve?
My focus is on moderate income busy families who need help refocusing on their budget, credit reduction and savings. And for those clients who want nothing to do with it, I provide daily money management and will do it all for them!
What is a strategy, tip or piece of advice you give your clients often?
Just because you do it differently doesn’t mean it’s wrong; you just have to find what works for you!
What is a strategy, tip or piece of advice you could give to other financial coaches?
Oh my gosh, it’s definitely worth getting a life coach, business mentor or accountability coach when you get started. You just can’t think of everything!
What is one thing you learned the hard way when it comes to being a financial coach?
That there was so much more I still needed to learn before I got started. Talk to other business professionals about their journey before you start. Get to know their successes and failures before you make your own.
Anything else you like to share?
If you’re thinking about taking the FCA (Financial Coach Academy), it’s well worth it! This program will pull together all of the pieces of the business and programs you’re probably still trying to do OR haven’t thought of yet. Just do it!
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