Finding Your Perfect Financial Coach
When you’re sick, you know that you have to go to a doctor. When your toilet sink is leaking, you know that you need a plumber. If you have a toothache, you know that you’ll run in a dentist. You are having a financial dilemma, an investment problem, and other money matter problems, then you know that you should need a financial coach. But the question is how to find a perfect financial coach for you? What questions you need to ask in able to find but not necessarily perfect, but the right one for you? Here are some examples:
* Why should I select you in preference to any other coach? What do you offer that others do not?
* What is your work ethic? What methods of financial coaching do you follow?
* What is your educational background?
* What training have you received?
* How many years have you been a financial coach?
* Are you affiliated with any particular bank or institution?
* What specific services do you offer that relate to my circumstances?
* Are you certified as a financial coach? Do you hold any degrees in this area?
* What is your philosophy about financial coaching?
* What makes you unique in this area?
* How are you paid? What are your fees?
* Will we meet on a monthly or bi-monthly basis?
* What tools and resources do you utilize in helping me to obtain a successful financial plan?
These are just some of the questions you may ask a potential financial coach. Of course, depending upon the area for which you are hiring this coach, you may need to ask further questions.
For example, baby boomers may seek a financial coach for retirement in order to find ways to save money so they can retire on a definite date and be assured they will have ample health coverage as well.
Think of it this way: if you were hiring a nanny or a baby-sitter for your child, you would want to know as much as possible about that person’s background, employment history, references, and other factors.
Most financial coach is willing to schedule a one-hour free consultation. Ask the financial coach to estimate the length of time you will need to be coached to achieve your goals you have set. Also ask for references from your friends or relatives whose have worked for that financial coach.
Your financial coach is one of the keys for making your financial future different. So you should be meticulous, focused and attentive to details in finding a financial coach.
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