Go offline with the Player FM app!
2.1. 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!
đ 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!
đ 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 episodes
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!
đ 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!
đ 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 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.