Financial Advisors are more like money managers. They help you understand your investment options and help you pick the right investments for your portfolio. They generally take on clients with a minimum amount of wealth, meet you a few times a year, and often have complex fee structures.
Unlike a financial advisor, our Money Coaches don’t handle your money, and won't provide investment recommendations. Rather, they do the more important work of helping you face the emotional and behavioral challenges you may face, while pursuing your life and financial goals. They’ll be with you as often as you need to provide insight, knowledge, support, encouragement, accountability, and actionable tools to help you make informed decisions.