financial coaching

Financial coaching is a supportive process where a trained professional helps individuals or families understand their finances and improve their financial health. This includes setting financial goals, budgeting, managing debt, and planning for the future. Unlike financial advising, which often focuses on investments and retirement planning, financial coaching emphasizes education and behavior change, empowering clients to make informed financial decisions. The coach provides personalized guidance, tools, and accountability to help clients build confidence and achieve their financial objectives. Ultimately, the goal is to foster long-term financial well-being and stability.