Financial Independence Coaching

Description

I am not an advisor. I am a coach. As a coach, I teach and facilitate my clients to reach their financial objectives. There are five things that a person should look for when working with a financial coach: 1. What is their level of education? In addition to a college and graduate degree, are they continuing their education? 2. What is their experience? You can’t teach experience. Either a person has decades of experience in a specific field, or they don’t. 3. What is their objectivity? Are they truly interested in what’s best for you or are they simply trying to sell you a product or idea that they think is important. 4. Compensation. How are they paid? Are there sales commissions involved? Are they willing to disclose exactly what the cost will be in working with them? 5. Where is their loyalty? Is it to you, the client; or is it to another organization, company or product that they are affiliated with? Not only should they sit on the same side of the table as you, they should have long ago determined that your interests are the only interests at hand.

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