Why Financial Coaching is the Missing Piece in Financial Planning
At Healthy Money Mind, we’re passionate about reshaping how people approach their finances—and one of the most powerful ways to do that is by integrating financial coaching with traditional financial planning.
In a recent episode of the Financial Planner Life podcast, I had the privilege of discussing this very topic with Sam Oakes.
I met Sam when we filmed the Personal Finance Society 'Wealth and Women' Podcast. Go check it out, a fantastic resource! 🎥
We explored how financial coaching bridges the emotional and practical sides of money management, enhancing outcomes for clients navigating today’s complex economic landscape.
Key takeaways include:
💡 The shift from financial planner to coach: Why emotional intelligence is crucial in tackling today’s financial challenges.
💡 Bridging the gap: How financial coaching helps clients feel “advice-ready” during life transitions like divorce or retirement.
💡 Building trust: Overcoming client fears to foster engagement and confidence in financial decisions.
Financial coaching is no longer just a complement to financial planning—it’s an essential tool for addressing the psychological and practical barriers clients face.
Curious to learn more? Listen to the full podcast episode on YouTube .
Together, let’s transform how we approach financial well-being.
One step at a time.
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