Are you hiring the wrong financial expert for your needs? Many high-achievers assume a CPA will help them get their finances in order—only to realize later that tax planning isn’t the same as learning how to manage money well. On the flip side, some think a financial coach can do their taxes or fix their business finances overnight. So, how do you know who you actually need?
In this episode, I’m breaking down the key differences between a certified financial coach and a CPA, so you can confidently choose the right support for your financial goals. You’ll learn when to work with each, how they complement each other, and red flags to watch for when hiring a financial professional.
Key Takeaways:
✅ What a financial coach actually does—and what they don’t do
✅ When you need a CPA vs. when you need a financial coach
✅ How both professionals can work together to help you build wealth
✅ Common mistakes people make when choosing financial help
✅ Red flags to look out for before hiring a coach or CPA
If you’ve ever felt stuck deciding between a financial coach and a CPA, this episode is a must-listen!
🎧 Tune in now and get the clarity you need.
Rich to Wealthy Mastermind: https://www.manifestmoneyhoney.com/richtowealthymastermind
Episode 10: How We Financially Prepared to Buy Our First Home: Budgeting, Savings, and Hidden Costs Explained https://www.buzzsprout.com/2430692/episodes/16542205
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👩🏽💻Learn more about our financial coaching services or book a call to discuss how we can work together: https://calendar.app.google/QZEWoqzKpFx69kDR7
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