What actually happens when you reach out to a financial coach for the first time? If you’ve ever wondered what to expect from that initial conversation, this episode has you covered! Joining us from Grace Health, Sally Armstrong and Chris Higdon break down the process of connecting with a coach at Financial Finesse, including what’s discussed, how to prepare, and how you can benefit from the personalized guidance, action items, and resources they offer. We also explore common financial strains, the importance of flexibility in financial plans, and the surprising ways that coaching can help you unlock new perspectives and solutions. Tune in today to demystify the process and walk away with a clearer sense of what financial coaching could do for you!
Key points from the episode:
- Insight into the relationship between Financial Finesse and Grace Health.
- The first conversation with a financial coach: what to expect.
- Common financial strains in today’s workforce.
- Why financial plans should be “written in pencil, not in pen.”
- Personalized guidance, action items, and resources to help you take control of your finances.
- No sales pitch: the perks of not being sold anything.
- Tangible (and sometimes unexpected) outcomes of financial coaching.
Quotes:
“One of my reasons for not calling [a financial coach sooner] is I thought that I would be asked questions I didn't know [the answers to]. I never felt inadequate in talking with anyone from Financial Finesse.” — Chris Higdon [7:07]
“Financial plans should be written in pencil, not in pen because it’s not about making the numbers look good. It’s about building a plan that works and that we can live with.” — Julie Everett [8:30]
“When people think about financial wellness, they think, ‘I don't need help writing a budget,' but they need to realize how many aspects of their life involve finances. There are so many different areas and avenues to your money that [a financial coach] can help you with.” — Sally Armstrong [18:21]
Links mentioned in the episode:
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