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In today’s episode, we’re going to discuss what a financial coach is…and what a financial coach isn’t. My coaching journey began more than a decade ago with me working from my dining room table. What was once a little business of mine has grown into a 7-figure company that employs more than a half dozen people as of today.
While this has been my journey as a financial coach, it doesn’t have to be yours. Whether you’re just dipping your toes into the financial coaching world, or you’ve been coaching for a while, we’re going to dive into financial coaching’s mix of both technical financial and emotional behavioral support as you work with your client to improve their financial situation.
By Kelsa Dickey5
101101 ratings
In today’s episode, we’re going to discuss what a financial coach is…and what a financial coach isn’t. My coaching journey began more than a decade ago with me working from my dining room table. What was once a little business of mine has grown into a 7-figure company that employs more than a half dozen people as of today.
While this has been my journey as a financial coach, it doesn’t have to be yours. Whether you’re just dipping your toes into the financial coaching world, or you’ve been coaching for a while, we’re going to dive into financial coaching’s mix of both technical financial and emotional behavioral support as you work with your client to improve their financial situation.

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