Got more questions? We want to help. Schedule a complementary Harmonize Your Finances Session to learn more.
A financial coach works with clients to get to the root of financial behaviors and patterns and can help you understand your spending habits, understand the emotional components of dealing with money, and understand and communicate financial differences. If you are looking for investment recommendations, it’s best to work with a financial advisor or planner.
Financial coaches use an approach with the idea that clients want to change their behavior with money to pursue their financial goals. Financial advisors talk about the behavior of money in the market and help you understand your investment options. Financial planners take inventory of your finances to help you come up with a investment plan for your money.
Working with a financial coach can help uncover any blind spots and ensure you stay on track. While there is a lot of valuable information provided on the world wide web, not all of it will be tailored to your needs nor will this information help guide you through every step of the process.
If you struggle to talk about money, are uncomfortable discussing the topic, are unsure about how to approach certain aspects of your finances, or disagree in certain areas about money, a financial coach can help you have the conversation and come up with a plan that works for the both of you.
While every couple's situation is different, if the tools and techniques provided are consistently applied and you are committed to doing the work, you can expect to see incremental, maybe even significant, improvement in the areas you are working on. Keep in mind this will be a journey not a race and will require continual effort along the way.
Bringing up the idea of talking about your financial situation with a complete stranger can be a lot, possibly intimidating. While only ONE person is needed to alter patterns, it takes TWO to tango – to create synergy (a relationship is “we” not “me”). This is why both partners must be on board when working with us. In fact, many couples find that talking about money helps to reduce stress in their relationship. We suggest encouraging your partner to attend a complimentary Harmonize Your Finances Sessionto learn more.
The beauty about working with a financial coach is that they are there to guide you through every step of the process. However, during your first consultation you will be asked questions so we can get to get to know you – your goals, your dreams, etc.
We at Financial Harmoney understand that we all have varying needs and circumstances. To best accommodate, we offer both in person and virtual options for sessions.