July 11th - Financial coach vs financial advisor
Jul 11, 2025
What's the difference between a financial coach and a financial advisor?
Great question. Here's an easy way to think about it:
A financial advisor works for your money. They take information about the money you already have, and your financial situation, and make recommendations for investing or otherwise using your money.
A financial coach works for your brain. They investigate your thoughts about money and your goals for your life. They help you identify how changing your thoughts and actions can have you earning the amount of money you want and spending it how you want.
Each role serves a critical purpose, but only a coach can be effective no matter where you are in life and how much, or little, money you have.
Download today's worksheet to learn more about what a financial coach can do for you at every stage of your financial life:
July 11th - Financial coach vs financial advisor
