How can I find the right person to help me?
Who should you trust?
How do you know who’s really looking out for your best interests?
What should you look for in someone’s advice?
Considering the two financial professionals that are on opposite sides of the spectrum, Financial
Advisors and Financial Coaches have two entirely different skill sets and ideals.
Financial Coaches do not give “advice” or sell you on specific stocks, mutual funds, bonds or any other investment, but rather guide you through the education of learning the necessary information to analyze your own investment strategy and risk management, thus giving you the independence to make appropriate decisions for yourself. Financial coaching still pays attention to the investment side of the business… we just approach it in a different way.
It’s also important to remember that it is in the best interest for Financial Advisors to put all of their clients in a standardized portfolio where they all look the same, whereas Financial Coaches are geared toward the goal of creating fully functional, educated, and independent clients by building on the client’s own values, skills, knowledge, and goals.
No one needs to walk the journey to financial freedom alone. And with the support of your financial coach, you can accelerate your progress while avoiding many of the obvious mistakes and conflicts of interest inherent in the traditional financial advice arena.
Our financial coaches are one of the many features of the Tardus Wealth System that sets it apart from all those other so-called solutions. If you are curious about how a coach might help you
with your financial goals, call us today!