What is a financial Coach?
A financial coach helps you create goals and actually stick with them so you’re not just dreaming about financial peace—you’re living it. Financial coaching is different from any other finance-related job. CPAs help you with your taxes. Financial advisors help you with investments. But financial coaches work with you to create a start-to-finish plan for your money and help keep you on track.
When coaching with me we’ll walk through your goals, issues either from the past or things in the foreseeable future and set you up on the path to steward our money well!
FREQUENTLY ASKED QUESTIONS
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That’s the great thing about a financial coach—they can help you in any situation! Maybe you’re up to your eyeballs in student loans or credit card debt, or you’re having money fights with your spouse. Or maybe you have big money goals—like saving to buy a house or setting yourself up for retirement—but no plan to achieve them. Regardless, a coach can meet you where you’re at and steer you in the right direction to win with your money.
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The great part about working with a financial coach is that they’ll guide you through every step of the process. But during your first consultation, your coach will ask questions to get to know you—your goals, your dreams, your past, your pain points, etc. So be sure to have your answers ready.
Finanacial Planning
Niraj Patel
Financial Coach
Financial Coaches Can Help With:
Getting out of debt with a personalized plan
Paying off your student loans
Help prepare you to buy a home
Creating a monthly budget
Assist with planning for retirement
Why to make your finances a priority
For many Americans, the financial future is uncertain. Although the U.S. is wealthy compared to other countries, the amount of debt the average American carries is shocking.