Many of my clients believe they need a financial planner because they feel overwhelmed by their finances or they’ve heard that you “should” have an advisor to help you make “good” financial decisions. When is the right time to seek out a financial planner? What services does a financial planner provide that a financial coach does not?
In today’s episode, I’m talking to my friend Ellen, a financial planner, about who you need on your numbers team. In this candid conversation, we discuss the difference between how she supports her clients as a financial planner and how I support my clients as a financial coach. We’re also debunking common financial misconceptions and talking through some of the greatest lessons we’ve personally learned on our money journeys.
Understanding the difference between a coach and a planner will help you make an informed decision on whether you’re looking for support to learn how to better manage your finances day to day or support in preparing for retirement.
In this episode, you’ll learn…
Tune in to this episode to learn the difference between financial coaching and financial planning, and how both can benefit you.
Get full show notes and the episode transcript: https://wealthovernow.com/the-difference-between-financial-coaching-and-financial-planning
