Building Your Team

Your team members

Financial Coach

Just like business coaches, financial coaches come in many forms.

Some have a focus on coaching you to set regular savings and investment goals, and measure your progress towards these.

Others may take a stronger focus towards all the drivers that influence your financial successes, including, psychological and motivational concepts. When looking at psychological concepts, some financial coaches may work on your financial belief systems.  

As with the other professional advisers, a financial coach brings their beliefs, style and experience, and considering these is important when building your team.