Im already working with a Financial Planner or Accountant. Do I need a financial coach?
A financial coach does not take the place of a qualified CFP or CPA, nor are we licensed to provide any legal, accounting or investing advice. Rather the role of a financial coach is to work as a team to create an integrated, unbiased strategy to oversee your entire financial picture and long-term goals. Where appropriate, your coach can work in coordination with your current service providers, or refer you to qualified professionals in our area for accounting, investing, real-estate, insurance and legal advice.
