TweetShareFor those interested in empowering their communities with personal finance knowledge and promoting financial literacy, watch this video. The video discusses the NFEC’s ‘campaign approach’ to building a financial education initiative. The campaign approach was designed to help individuals and organizations develop sustainable financial education outreach initiatives to effectively help people make qualified financial decisions …
Category Archive: Financial Coaching
Feb
05
What is financial planning like with a financial coach?
TweetShareWe received this email from a concerned father that is trying to prepare for a few large life changes. We hope the answer will help you understand exactly ‘what is financial planning’ and how a financial coach is different than a financial planner. Question from Rich R. “I am interested in looking into getting help …
Jan
21
Financial Coach or Financial Advisor?
TweetShareThis brief posting will help you understand the roles of a financial coach and financial advisor. A financial coach takes a holistic look at your finances and will make recommendations on items that include: budgeting, credit history, savings plans, estate plan, investment plan. They also provide a personal financial education along the way. The goal …