Financial Advising Blog Post

The Best Questions to Ask a Financial Advisor It’s estimated 80% of Americans will never work with a financial advisor.    64% of Americans are living paycheck-to-paycheck.    I can’t help but wonder if those two stats are related. Here’s what I do know: It really helps to talk things [...]

Should You Work with a Financial Coach? Have you ever had a great coach? What was it that made them great?    Were they a great teacher? A great listener or inspirational speaker? Did they provide you with tough love? Looking back on your experience, what did you learn that’s [...]

5 Ways Financial Coaches Help You Get Better with Money When it comes to getting help with your money, most financial professionals specialize in growing and protecting their client's wealth. Their job is to recommend products so that you'll achieve your financial goals with a high degree of certainty!   [...]

Questions to Ask a Financial Advisor: And Should You Work with One? There are upwards of 300,000 people working in personal finance. There are over 200,000 financial advisors.    What’s important is this; there are a lot of people talking to other people about their money.  “Are they all the [...]

What is Financial Coaching? What is financial coaching? How much does it cost? Is it worth it? That’s what we’ll figure out.   I feel like I could throw a rock and hit someone who works in finance. Based on the numbers, I’m not that far off. There are 6.3 [...]

A Financial Coaching Case Study Maybe you’ve heard of financial coaching but don’t know what it is, who does it, how it works, who it really benefits and if it’s really worth it.  This post will answer those questions.   In the last five years of my 20 year career [...]