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 passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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