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 started my own journey to becoming debt free last year and since then I have been passionate in teaching others especially women in the Healthcare field (I’m an RN). I have been creating a 90 day coaching program focusing simply on short and long term goals, saving, and budgeting. I still work full time as a nurse but I am passionate about helping and educating others in the health care field and financially.
Why did you become a financial coach?
I found a lot of women in health care like myself were missing basic financial education and did not plan for their future.
Who is your ideal client? What is the main problem you help your clients solve?
My ideal client is someone who is willing to do whatever it takes to achieve their goals. They are teachable and motivated to learn how I can help them stay accountable. The main problem I help them solve is organizing their goals and making a plan how to obtain those goals.
What is a strategy, tip or piece of advice you give your clients often?
Look to your 10 year plan. Where do you see yourself? How do you think you can get there?
What is a strategy, tip or piece of advice you could give to other financial coaches?
Not just one method works for everyone. You have to be flexible to meet the needs of your clients.
What is one thing you learned the hard way when it comes to being a financial coach?
Not everyone is willing to make short term sacrifices for long term advantages. Also I can not do everything!
If you are passionate about this, just get started! You will learn more through experience.
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