Financial Life Coach

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Here is everything you need to know about financial life coaching:

What is a financial life coach?

A financial life coach is someone who can help you achieve your monetary goals. They are someone who looks at your entire life as a whole, and then helps you integrate a healthy and balanced perspective on money.

While a financial adviser mainly focuses on your finances, a financial life coach takes all aspects of your life into consideration such as:

  • What makes you happy
  • What type of lifestyle you want to live
  • How do you want to earn your income
  • Habits and self discipline
  • Beliefs and thoughts about money

And so on.

Therefore their goal is not necessarily to only focus on making you wealthy, but on how to use money as a tool to bring more happiness and success into your life.

What does a financial life coach do?

Your coach will take an assessment of what it is you want to accomplish in your life and then help you determine how money fits into these goals.

Many people who struggle financially do so because they tend to have negative beliefs around money and therefore either sabotage themselves or do not step into their full power when it comes to attracting abundance.

Your coach can help you feel more confident, organized, and focused to build and execute a financial plan that aligns with your goals and values.

Do I need a financial life coach?

You would benefit from having a coach if you:

  • Lack clarity and do not have any financial goals
  • Are unorganized and lack focus with managing money
  • Struggle financially and are barely making ends meet
  • Are not detail oriented when you manage your finances
  • Lack confidence and don’t believe you deserve abundance
  • Make poor monetary decisions and formed bad habits
  • Don’t have a financial plan for your future
  • Have fears or stress about money
  • Benefits of a financial life coach
  • By working with a coach who can support you, they will:
  • Help you gain clarity and have defined financial goals
  • Support you in becoming more organized and focused
  • Gain confidence and feel more empowered
  • Achieve your goals and move forward by leaps and bounds
  • Create more happiness and success in your life
  • Attract more abundance and become more influential
  • Achieve more freedom and have the ability to do what you want

How to find a financial life coach

Finding a coach who can support your needs can be tricky as not all coaches are made equally. You will need to do your due diligence and spent some time researching multiple professionals who can support you.

It’s important you write down a list of goals and desires that you want to accomplish before speaking with any potential providers so that you are clear on your objectives.

If you would like some assistance in finding the right person, please use our free matchmaking service.

Financial Life Coach Reviews

Had outstanding meeting yesterday!! I thought my credit was out of whack wasn’t as bad as it is and want to Thank Sabrina for letting me know I’m closer to getting my dream home. And i didn’t know anything about credit or saving my money bc i would’ve long time ago I’ll have my house and a car paid for but we live and learn. From here I’ll be saving and fixing my credit. Thank you once again.

I have meet these people in person and I can not specify enough how wonderful these people are. Always ready to help out others.

It’s Legacy Financial if your looking for Integrity,Stability, Trustworthiness, a Business Built on a heart to help and educate and equip others in the area of Finance!

Our son has been in the financial service business for over 25 years. This has been one of his passions. He has worked hard and is always in up to date training to bring to his clients the best products for them. You will not be just a client, you will become a friend.

Rich is very helpful and knowledgeable. He has always been there to help us even after we signed up for Living Benefits. His free workshops are very informative. I would highly recommend him.

I love Sara! Best advice, best inspiration, quotes that always hit home. It’s so nice to be able to talk to someone, or compare with someone, and typically in every video I find Sara talks about many things that I can really compare and relate to, things she has been through and changed within herself. I really love the inspiration to change from who I was to who I want to be as a individual.

Cheryl is an awesome coach! She’s inspiring, encouraging, always positive and goes that extra mile to really connect with people. Her Simple Swaps program is…well…really simple! So easy to incorporate as a lifestyle! Without any exaggeration, this is one of the top 3 best steps I’ve taken in my life. Thanks so much Cheryl!

I have been working with Dale McGregor for about 2 years now. He was very helpful when I first met him on getting me on the right track to retirement. He broke everything down for me so I would understand the numbers. When I got my transfer, I met with him again to make sure that I was still headed in the right direction. He helped me make a few minor adjustments and I’m gonna be set for when I retire. I am so happy this service was available because otherwise I would have been in the dark trying to figure all this out by myself.

I know nothing about retirement or life insurance and no one has ever explained how important it is. Raydiant is helping me set up a plan that will help me prepare for the future, so that when I’m gone I know that my kids will be taken care of. The consultants I have worked with have been very knowledgeable and easy to work with as we’ve started this process. Thank you caring about my future and the future of my family.

“I didn’t realize that when we took a chance and went to a free lunch that it would be a “life changing” experience. After the real simple and fun presentation, it was a “no-brainer” to get started with MillionaireDollar Plans, Living Benefits and rollover our IRA’s into Indexed Accounts. We finally felt in control of our finances. AND a few months later- it became a “no brainer” to start working with Mara and Andre”

This dynamic duo are my go to team for any of my tribe members that need financial advice and strategic planning. Why? Because I know without a doubt they will treat whomever I refer them with utmost professionalism and integrity wrapped in laughter and joy. Money no longer has to be boring or intimidating with team Marandre. Love them!

Last year, I knew I was ready to up level my financial goals. I was ready to move forward and I knew the one thing missing was investing in a coach that would help me get there. Since working with Vanessa that is exactly what has happened. I’ve made 5-figure months (15K+), I have raised my prices, I enroll the women that I desire to work with in my programs, and I do this while juggling a demanding HR job by day, business coaching business by night and planning my dream wedding. Vanessa’s coaching style is super effective and I compare it to water and fire… She has a very calming approachable style (like water) she leads the way like a current and at the same time she has the ability to light a fire under my butt to get me past any limiting beliefs I have about myself and my business.

Financial life coach resources