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What to expect from a Financial Coaching session

Hi Tribe!

Financial Coaching is a relatively new concept in SA and perhaps you wonder what you would gain from a coaching session? Or how different it is from a financial planning consultation, right?

Below I am going to highlight some of the benefits you can derive from a one-on-one coaching session:

  1. It is not a financial planning consultation. With a financial planning consultation, the focus is on which products you have and if you need a specific financial product to meet your needs. With financial coaching, the focus is not on financial products.  Coaching encourages you to create a clear vision for your financial life and create goals that resonate with your highest priorities.
  2. Financial coaching educates and encourages you to be your own financial planner. You are empowered with financial tips, tools and techniques to approach a financial institution with confidence.
  3. Financial coaching is different. It focuses on your education, growth, and decision making process so that you master wealth building skills.
  4.  You remain in control by learning how to manage your money smarter and make better informed investment decisions.
  5. You walk away knowing exactly what is going on with your finances and a clear action plan on what to do next.
  6. And lastly, your information is kept confidential.

Want to be accountable for your money decisions and build real wealth? Go here.




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