Why you need a financial coach

financial coach

Why you need a financial coach

What is the Money Date? A weekly time to check in. 3 things we review and update: 
1. Spending 
2. Earning
 3. Savings

I just finished a VIP day with a mentor of mine, Danelle Delgado. and I got thinking that there is a very direct connection why we all need coaches, trainers, mentors. And in our business, we strongly believe people need a financial coach.

Here are top 3 reasons you need to look for help in all areas of your life:

Get clarity on your goals: a coach can help you focus on what’s really important, as you might be pulled in many different directions. Focus on what’s important. In your financial life, what are you working so hard for? Retire soon, put kids thru college, etc. Be clear on what you want to get done.

Identify your blind spots and understand yourself better: a financial coach helps you see what you don’t know and can’t see. What are your weaknesses? Are you up-to-date on the latest trends to help you save money or manage risk?

Be accountable: a financial coach helps you stay the course. I’ve seen hundreds of financial plans not being implemented. The single reason is that people didn’t want to commit to accomplishing their goals, and building a relationship with a financial planner.

There is a saying, “The quality of your life is a function of the quality of questions you ask yourself.” Great life coaches know how to ask you the type of questions that evoke the kind of answers that elevate the quality of your life.


Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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