Path Finders. Adventurers.
Risk Takers.
Build financial strength for life’s adventures, navigate with confidence, master your money and sail towards freedom! When you can discipline your finances, you captain your future.
FAQ
1.) What is Financial Coaching? Financial Advisor vs. Financial Coach (Your Personal Navigation Teacher) A Financial Coach is like a seasoned sailing instructor. They teach you how to steer, read the currents, and build the confidence to captain your own financial journey. They focus on: Building healthy money habits Budgeting and cash flow Goal setting Accountability and mindset They teach you to chart your own course. They are certified in personal finances. Financial Advisor (Your Professional Navigator) A financial advisor, on the other hand, is like a professional navigator hired to help plot your voyage through more complex waters. They focus on: Investments Insurance and risk management Estate planning They’re regulated, licensed, and able to recommend and manage specific investments. Coach = teaches you to sail your own ship. Advisor = helps navigate the course and sometimes steers for you.
2.) What can I expect? You can expect to be heard, understood and prioritized. Free spirits have nothing to fear, and nerds have every reason to get excited for their bright future!
3.) If I already have a Financial Advisor, why would I hire a financial coach? A coach walks with you as a teacher, inspires you and cheers you on with every success. A financial advisor does many things, but coaching is not on their agenda. You can have both.
4.) How much does it cost? We have free consultations. We also offer a variety of packages, and you can select one that would work best for you. Single sessions are also available. Contact us for more details.