Financial Coaching Is More Than Budgeting

Financial coaching helps people move beyond budgeting with personalized plans.

Budgeting didn’t work? You’re not alone. Many of the people I work with have tried budgeting tools, apps, and spreadsheets—but still feel stuck. That’s because financial coaching is more than just budgeting. A spreadsheet can’t fix what’s really going on with your money. A lot of my financial coaching clients come to me after trying […]

What Is a Financial Coach (and Do You Need One?)

What is a financial coach? Blog title graphic on a dollar sign background for Smart Money Financial Coaching.

If you’ve never heard of a financial coach—or aren’t sure how one could help—you’re not alone. A lot of people have never heard of financial coaching—or they assume it’s the same thing as hiring a financial advisor or just getting help with a budget. But financial coaching is different. It’s practical, hands-on, and personal. What […]