Frequently Asked Questions

Read Our Frequently Asked Questions!

  • Q: What is the difference between a financial coach vs. a financial advisor?

    A: Financial advisors manage clients' portfolios of investments for a fee. Financial Coaches typically help clients with their mindset on money. They help them see where they can reduce spending to create more savings, help them get out of debt, or understand their emotions around money.

  • Q: Do I need to have a lot of money to start?

    A: There is no fee for the initial consultation. We complete a financial analysis and see where your money is not working for you.  

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