About the only thing…
…financial planning and financial coaching have in common is the word “financial”. They are as different as night and day – and that difference is critical to your wealth.
Financial planning focuses on your portfolio…
…by providing specific securities and products. Financial coaching focuses on your education, growth and decision process so that you can independently understand your money smarter and make better informed investment decisions. Financial planning tries to sell you products and services that fit their agenda. Financial Coaching helps you choose the right investment vehicles that will reach your goals.
In other words, financial planning gives you a fish; whereas, financial coaching teaches you how to fish so that you can have all the fish you want for the rest of your lifetime.
Which would you rather have, and why?
The Difference Between Planning And Coaching:
In financial coaching there is analysis or valuation of specific securities or markets, but there is much more education on how to do investment strategy and risk management so that you can understand your own securities analysis and make your own, independent investment decisions. Amazingly, your investing confidence will sore!
Your financial coach will never pick stocks, time the market or use past track-record performance history to determine future investments.
In coaching there are no specific recommendations that suits our needs, nor does the coach serve as a person who evaluates investment advisors. Your financial coach will work with you as an unbiased partner to develop the skills and mindset you need to confidently invest in today’s market. He will help you understand what is right for you and your situation.
In short, a financial coach always focuses on you – your education and decision process as well as overcoming the obstacles that are keeping you from reaching your financial goals.
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