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THE VALUE OF A COACH

Remember the old saying, “You can’t see the forest for the trees”? Sometimes we get so caught up with the challenge at hand that we can’t see the solution that is staring us in the face.

Many times people find themselves facing financial choices. It is at these times that it is sometimes hard to determine which path to take. When faced with these financial choices, it is hard to see all of the variables and their consequences. That is why a financial coach can play a vital role in your decision making process. Having a coach that can help guide your financial life can prove to be your most valuable asset. A coach helps to bring focus to important issues and then helps to establish a plan with your financial goals and objectives in mind.

WHY HAVE YOUR OWN COACH WHO IS AN INDEPENDENT ADVISOR?

NO TWO PEOPLE ARE EXACTLY THE SAME

While there are many people who have much in common, no two are exactly the same. Your coach will help you establish a personalized plan of action which is focused on your goals, objectives and needs.

THEY HELP KEEP YOU ON YOUR TRACK

While there are those who claim to have an arrowed path that you can follow, “sounds good” is not an answer. Your personal financial coach helps you stay on track with your personal individual goals and objectives. They stay with you all the while, reinforcing the “why” and not just the “how” of what you are doing. You always need to remember, “If you don't know where you are going, you’re liable to end up somewhere else”.

TALK TO A COACH

Go ahead… Contact us today and see how having a relationship with your own personal financial coach can prove to be your most valuable asset in achieving YOUR financial goals and objectives.

10 THINGS TO CONSIDER WHEN CHOOSING A FINANCIAL COACH

  • Are they a part of a team of coaches which share the same beliefs and philosophies?
  • “There is safety in the multitude of counsel”
  • Does that team recognize and stay committed to the belief that, while I may have many things in common with other people they serve, I still need a plan that is as individual and special as I am?
  • Does my coach have and use tools which will help the focus stay on my individual goals and objectives?
  • Do they represent a variety of companies who offer the products and solutions I need?
  • Are they state licensed?
  • How many years of experience do they have?
  • How have they continued to educate themselves in order that they remain relevant?
  • How accessible are they when I need them?
  • What are their areas of specialization?