In this episode of The People Teaching People Podcast, Jolie Viguers, a seasoned CPA and financial coach, joins me to discuss a range of topics including money, finances, financial coaching, community, curiosity, and values.
Jolie shares her journey from becoming an accountant to founding Well Bean Coaching, her own financial coaching business, emphasizing the importance of understanding one's money stories and deep values. She talks about her approach to financial coaching, which focuses on empowering clients by aligning their financial plans with their life's goals and values. Jolie also delves into the nuances between financial coaching and financial advising, her target clientele, and how she tailors her coaching techniques to individual needs. Additionally, Jolie discusses her popular online community, the Canadian Ladies Money Club, and shares insights on addressing common financial questions like whether to pay off debt or invest. Throughout the conversation, Jolie emphasizes the importance of continuous learning, compassionate curiosity, and maintaining alignment with personal values.
Jolie is a CPA and Financial Coach with a passion to make her clients more confident with their money. She works with women to understand their money stories and deep values, in order to achieve alignment with their spending and investing. Resolving the stress and frustration of debt and cash flow struggles and transforming that into sustainable plans makes for a big impact! Jolie has worked as an accountant for 20+ years, and is active in the Financial Independence community. She is also the leader at "Canadian Ladies Money Club" on Facebook, with a mission to normalize the conversations about money.
Listen in as we talk about:
02:57 Becoming a financial coach
05:24 The role of a financial coach
08:54 Who benefits from financial coaching?
11:20 Personalizing financial coaching: drifters vs. strugglers
13:40 The path to financial independence
18:35 Teaching and learning as a financial coach
23:14 The emotional aspect of financial coaching
27:58 Couples and money: navigating different values
30:13 The Canadian Ladies Money Club
32:56 Celebrating financial wins in a supportive community
34:05 The power of community in financial learning
37:29 Navigating the debate: paying off debt vs. investing
43:45 Influential educators and the Trauma of Money course
48:04 Staying true to values in financial decisions
52:45 Jolie answers some rapid-fire questions
56:00 Jolie’s words of wisdom
Connect with Jolie:
Website: https://www.wellbeancoaching.com/
Instagram: @wellbeancoaching
Facebook: @wellbeancoaching
Facebook Group: Canadian Ladies Money Club
Connect with Tiana:
Website: https://tianafech.com
LinkedIn: Tiana Fech
Instagram: @tianafech
Facebook: @tianafech
Book: Online Course Creation 101: A step-by-step guide to creating your first online course
Today’s episode is produced by VOLT Productions, a full-service podcast production agency helping creators and entrepreneurs launch, grow and monetize their shows. You can learn more about the agency’s founder Simona, their work and their team by going to www.voltproductions.co.
PERSONALIZING FINANCIAL COACHING: DRIFTERS VS. STRUGGLERS
Jolie’s financial coaching methodology centers around empowering her clients by guiding them to articulate their life aspirations and then strategically aligning their finances to achieve those objectives. This comprehensive approach encompasses not only educating clients on fundamental financial concepts such as math, account management, investments, budgets, and compound interest but also delving into the psychological aspects and mindset associated with money matters.
Prior to diving into numerical analyses, Jolie dedicates significant time to address her clients’ money mindset and narratives. It’s important to note that Jolie’s services do not involve the sale of insurance or investment products; her primary objective is to equip her clients ...