7 Reasons to Speak with a Financial Coach

Why might I need to talk to a Financial Coach?

If your thinking is like any of the below seven scenarios, you might benefit from meeting with a Financial Coach.

1) I have heard budgeting can make a huge difference in a person’s life, and I want to learn more about this and start creating a budget.

2) I have money in a savings or checking account, but am not sure what to do next.

3) Investing, mutual funds, 401ks, Roth IRAs and stocks all sound interesting, and I want to learn more about what these things are.

4) I have heard that it’s important to do estate planning and to have a will, and I want to learn more.

5) I am wondering if it would be better to pay off some debt (student loans, credit card debt, auto loan) or do something else with my money.

6) I am living paycheck to paycheck, and want to find a way to break out of this cycle.

7) Sometimes people talk about how important it is to have insurance (life insurance, long term care, etc.) and I’m not sure whether I should do something about this.

About Nicholas Cook

Nicholas is a Financial Coach. He previously worked as a Financial Advisor for five years and helped teach college classes on investing and the stock market. Nicholas has over ten years of experience running his own business.

Nicholas completed the Ramsey Solutions Financial Master Coach training. He has a Master’s Degree in Education and a Bachelor’s of Science Degree in Business Administration with an emphasis in Finance.

Credits for photo: Brainstorming over paper