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WHO NEEDS A MONEY COACH?

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WHO NEEDS A MONEY COACH?

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Modern people, leading modern lives in a modern world. The world has changed and who we turn to for financial advice needs to change too. Mom and dad can teach you what they know, but does it really apply to your life? Banks are great for talking about checking accounts but they see you as just one of a million clients. The cookie cutter methods preached in some books can be difficult to apply to your unique situation and Financial Advisors are great at investing your money for you but they focus on your portfolio not your priorities. A money coach will listen and help you design a strategy that is relevant to you. And because a strategy is only as good as its implementation, Sheila works to demystify financial decision making so that her clients get the tools they need to manage their own financial lives.

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