Wealth and Wisdom Together®

46. What Is Financial Coaching?


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Are you unhappy with your finances or desire to change your financial situation? Do you believe you could be doing better financially but don’t know where to start?

While most people seek financial coaching looking for someone to tell them what to do, for many, the problem isn’t knowing what to do, the problem is implementation. You are more than capable of building wealth on your own, but your financial coach will hold you accountable as you implement your individual financial plan. 

As you seek financial services, it’s important to clearly understand the duties and responsibilities of the many professions that make up financial care. From vision through implementation to completion of your goals, this week we’re breaking down what Financial coaching is and isn’t so that you’re equipped with the tools you need to manage your money confidently, live life purposefully, and build wealth intentionally.

Episode highlights: 

2:15 - We Are Wealth Partners

6:00 - The Different Financial Professions 

9:00 - How To Gain Insight & Understanding Through Coaching 

15:15 - What Financial Coaching Is 

18:18 - What Financial Coaching Isn’t 

20:15 - Who Benefits From Financial Coaching 

What Is Financial Coaching Takeaways 

“Financial coaching bridges the gap between knowing what to do and actually getting it done.” - Weslia Echols 

“Coaching mirrors the methods of Jesus.” - Weslia Echols

 “Financial coaching is the process of helping someone discover God’s agenda for their abundance and financial life.” - Willa Williams “Coaching assumes that God has different plans for different people.” - Weslia Echols 

“Coaching isn’t one size fits all.” - Weslia Echols 

“Financial coaching provides accountability, strategy and support for you to do the work it takes to build wealth.” - Willa Williams 

“Coaches help people mature in making their own Godly decisions.” - Willa Williams 

“As clients speak they often bring out the solutions they seek.” - Weslia Echols 

“You get out of financial coaching, what you put into it.” - Willa Williams 

“We can’t keep doing the same thing, yet expecting a different result.” - Weslia Echols 

Let’s Connect Connect with Weslia Echols, AFC® and Willa Williams, AFC®, Trinity Financial Coaching On Social 

Instagram: @mytfcoach | https://www.instagram.com/mytfcoach

Facebook: @mytfcoach | https://www.facebook.com/mytfcoach 

Website: https://www.mytfcoach.com/ 

Schedule a 30-min Clarity Call: https://www.mytfcoach.com/book-online

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Wealth and Wisdom Together®By Willa Williams and Weslia Echols