What is the role of a professional financial coach?
As we go through life, at any every stage, it is advisable to have a professional financial coach (including professional financial planner or financial advisor or financial consultant) to help you in your financial matters because he has multiple roles in your financial life! It is very important that the professional coach or planner must know you as a person. he / she must know and understand your life experiences, your expectations, your financial personality, your emotions and thoughts about money and financial matters in order to advise you correctly. Only by having this understanding, can he / she be able to help you make appropriate decisions to meet your financial objectives and goals or solve your financial problems. Therefore, communication and trust are 2 important criteria to establish an effective relationship between you and your financial coach or planner.
