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 …

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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 …

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