Financial Advisor vs. Financial Coach: Which do you need?
Nov 08, 2024Join host Traci Dority-Shanklin on Mindful Money Nuggets as she breaks down the key differences between financial advisors and coaches. Learn how to choose the right support for your financial journey by considering your goals, budget, and the complexity of your financial situation. Whether you need help with investments or mastering basic money habits, this episode will guide you to make informed decisions for your financial future.
Author
I believe you can change your money story and find financial peace of mind. I have over two decades of experience in the investment business and have a passion for helping people achieve their financial goals. In my Unlocking Financial Wellbeing Membership, I have created a powerful and unique approach to help you truly examine, analyze, and change your experience with money for the better.