What does a Financial Coach do?
A financial coach helps their clients with the basics of money management. The goal of a financial coach is to help their clients develop healthy money habits that will last. Financial coaches educate their clients on the basics of personal finances and work with them to create a financial plan that reflects their goal.
Coaches in this department do not sell financial products; they help people in their day-to-day financial problems and resolve financial crises. The key to being a great financial coach is to have the heart of a teacher and the willingness to learn.
A Financial Coach is someone who helps others with their finances. As a Financial Coach, I use principles to meet people where they are and show them how to win with money. Here are the 15 reasons why my clients work with a financial coach.
A Financial Coach can help you handle common financial challenges
If you have financial challenges of any kind, Sheri is ready to guide you so that you can overcome any financial crisis! You should be committed and have a real desire to make positive changes to the way you view money, assets as well as liabilities.
As a Business Woman and as a Financial Coach, Sheri guides individuals, families and small businesses to discover effective solutions for their financial challenges! Sheri accomplishes helping others by listening to and understanding their situation, providing valuable education and financial tools, as well as providing encouragement to reach their goals
Basic Financial Coaching (Coaching Process Overview, Budgeting, and Cash Flow Planning, Understanding Insurance, Offering Life insurance)
Premarital/Couple Coaching (Counseling Issues, Marriage Issues, Working with People, Kids and College)
Retirement / Wealth Accumulation Coaching (Retirement, Investment Guidelines, Estate Planning)
Financial Crisis Coaching (Myths about Debt, Dealing with Collectors, Fair Debt Collection Practices Act
Small Business Coaching