What is a Financial Coach?
Given the complexity of today’s financial marketplace, people often ask, “What is a financial coach?” The NFEC has the answer – a national network of consultants who feel a passion for helping others improve their finances and work toward their personal finance and lifestyle goals. Every NFEC financial coach has reached the top tier of qualifications for the industry and has a primary objective of championing you toward financial health by giving you educational and accountability support. So what is financial coaching? Read the NFEC’s complete definition of a financial coach.
Once the couple had addressed their initial pressing needs, particularly regarding their retirement plan, Tom and his wife could let the coach take a back seat while they moved forward toward their goals. During this maintenance and support phase, the coach just remained available for special consultation and to supply resources as needed. Now when someone asked, “What is a financial coach?” or “What does a financial coach do?” Tom had a ready answer.