Join us today for an episode about the difference between a financial coach and a financial adviser...
Today's episode tries to outline some of the differences between a financial coach and a financial adviser, a question I get asked a lot. This episode talks about some of the most common differences and why you might one or the other.
In this episode, we cover how a financial coach and a financial adviser both should have your best interest at heart, but how they serve very different roles in many cases. I talk about how there are times you may want a coach, times you may want an adviser, and times you may want both. Regardless of which you seek out I also discuss some of the things you should look for from a good one.
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In today's episode, I talk with you about:
A goal without a plan is just a wish - Antoine de Saint-Exupery