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#66: Financial Advisor or Financial Coach? Which one do you need?
Manage episode 392860653 series 2926075
Depending on where you are at with your financial journey you may need a financial coach, a financial advisor, or you may even need both! But if you are not sure which one OR you didn't even know there was a difference, then you gotta listen to this week's episode!
Because not only will you know who you need, but you'll also learn:
- the different kinds of Advisors out there
- what a financial coach can do for you
- what questions are asked during the initial meetings
- and more!
So stop reading and start listening!
Rate, review, and follow Apple podcasts at https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4. Leaving a review helps me continue to get these money-saving messages out there to families just like you looking to better your family's money future! Click here, scroll to the bottom, and tap "Write a Review" to get started.
Thank you so much for listening to this week's episode. Be sure to tune in next week!
👉 Have a question about your money? MAKE TIME in your schedule, and go to https://www.familywisefinancialcoach.com/discovery-call to schedule your free call!
🆓 If you don't know how to budget then go get my free quick start guide in the show notes that tells you HOW to create your first budget: https://www.familywisefinancialcoach.com/quickstartguide
Apple: https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4
Spotify: https://open.spotify.com/show/46wwGJNRdPggkY2KLO3Ekh
My Website: https://www.familywisefinancialcoach.com/wiseupwithyourmoney
89 פרקים
Manage episode 392860653 series 2926075
Depending on where you are at with your financial journey you may need a financial coach, a financial advisor, or you may even need both! But if you are not sure which one OR you didn't even know there was a difference, then you gotta listen to this week's episode!
Because not only will you know who you need, but you'll also learn:
- the different kinds of Advisors out there
- what a financial coach can do for you
- what questions are asked during the initial meetings
- and more!
So stop reading and start listening!
Rate, review, and follow Apple podcasts at https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4. Leaving a review helps me continue to get these money-saving messages out there to families just like you looking to better your family's money future! Click here, scroll to the bottom, and tap "Write a Review" to get started.
Thank you so much for listening to this week's episode. Be sure to tune in next week!
👉 Have a question about your money? MAKE TIME in your schedule, and go to https://www.familywisefinancialcoach.com/discovery-call to schedule your free call!
🆓 If you don't know how to budget then go get my free quick start guide in the show notes that tells you HOW to create your first budget: https://www.familywisefinancialcoach.com/quickstartguide
Apple: https://podcasts.apple.com/us/podcast/wise-up-with-your-money/id1566900405?uo=4
Spotify: https://open.spotify.com/show/46wwGJNRdPggkY2KLO3Ekh
My Website: https://www.familywisefinancialcoach.com/wiseupwithyourmoney
89 פרקים
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