FAQs
What is financial coaching?
Financial coaching is a personalized approach to help you understand your money, set goals, and create a practical plan to achieve them. Think of it as having a personal trainer, but for your finances.
Who can benefit from financial coaching?
Anyone who wants clarity, confidence, and control over their money without spending endless hours researching or sifting through information that may not apply to them.
How long does it take to see results?
Some changes, like budgeting or tracking expenses, can have an immediate impact. Bigger goals, like growing investments or saving for retirement, take months or years. The key is to put processes in place to keep you on track, and the results will depend on how committed you are to following through. The more effort you put in, the more you’ll get out.
Do I need to know about investing before coaching?
No prior knowledge is required. We teach the basics as part of the coaching process so you can make confident decisions without feeling overwhelmed.
Do I need to be wealthy to work with a financial coach?
Not at all! Financial coaching is about building habits, clarity, and confidence with money, no matter your current income or savings.
Do you offer one-off sessions or ongoing coaching?
Both. Some clients prefer a single deep-dive session to get started, while others benefit from ongoing coaching to stay accountable and adjust plans as life changes.
How is financial coaching different from financial advising?
A financial advisor typically tells you what investments or products to buy. A financial coach helps you understand your own money mindset, set realistic goals, improve your financial literacy, and build a plan that works for your life, without pushing specific products.
Will you tell me exactly where to invest my money?
Coaching focuses on what works for you rather than recommending specific products. If you need personalized investment advice, we can help guide you to a licensed financial advisor.
How do I book a session?
You can book a free 30-minute consultation call here [link] to see if coaching is the right fit. After that, we’ll schedule your sessions based on your needs and availability.
Do you work with clients remotely?
Yes! Coaching can be done via video call, phone, or in-person if you’re local.
How much does coaching cost?
Pricing depends on the type of package or session. We offer one-off sessions and ongoing coaching programs. Contact us for detailed information.
What if I’m not sure about my goals?
That’s common! Part of coaching is helping you define what you want from your money and life so your plan fits you, not someone else’s idea of success.
Money Action 