Financial Coaching Process: What to Look for When Working with a Financial Coach
Working with a financial coach is a unique process – different from working with financial service professionals. The biggest distinction is that the coach has a fiduciary responsibility to help you reach your personal financial goals and put your financial interests first.
Financial coaches also have a distinct process. In the video and information on this page, we will introduce you to the financial coaching process employed by Certified Personal Financial Wellness Consultants. By the end, you will have a good idea of the steps financial coaches with their NFEC Financial Coach credentials take you through to help you work toward greater financial wellness.
It’s important to remember: this is a general overview of the process. Each person’s financial situation is different and your NFEC Financial Coach will modify the process to best align with your specific needs.
Checklist: Preparing to Work with a NFEC Financial Coach
Checklist: Preparing to Work with a NFEC Financial Coach
Before your first meeting with your financial coach, go through the steps listed in this download to maximize the efficiency of the coaching process. Doing so will help the coach better understand your needs and goals, and develop a plan with you to help you work toward greater financial wellness.
The Financial Coaching Process for Retirees.
Process and Results of Financial Coaching.