Do you have a money plan for real life? A financial coach works with clients to reach financial goals. Our coaches walk their clients through some of the following goals:
No, a financial coach focuses on their clients behavior with money while a financial advisor focuses on the behavior of their clients money.
A financial advisor is whom you would seek if you are interested in setting up investments accounts including Roth IRAs and 529 accounts. Evergreen Financial Coaching has trusted financial advisors that they have worked with that they can refer you to.
We have created a cheat sheet that you can use when selecting a financial coach. (Feel free to print it out for quick reference during your consultation.)