A few days ago I got asked a great question regarding my career as a financial coach.
To my surprise, there are others that may want to be a financial coach! And totally should! The world needs more people with an opinion on money that can help guide other’s to being wise with their money.
Here’s an excerpt from the email:
I am contacting you because I am trying to figure out what career I would like to pursue.I like the idea of being a financial planner/coach but I am curious as to what it is actually like to be one. I am not great with numbers but I have been doing a lot of personal research for reducing my own academic debt and how I can move forward. Finance and helping others reduce their debt and learning how to budget and invest etc. is all interesting to me.I’m not sure if it’s interesting because I am just learning it all for myself or if it would be a great option for when I get out of the military.Would it be alright if I asked what your career is like and what it took to get you where you are?
What the heck is a financial coach? And how does that differ from a financial advisor?
How I spend my time:
You’ve got to get your name out there!
If you want to be a self-employed financial coach, ask yourself the following questions:
- Do you have a unique perspective on personal finance?
- Are you confident your insights can help change the world?
- Are you willing to spend a majority of your time marketing instead of coaching directly?
If you said yes to these question, start working with friends and family close to you to gain some testimonials and see if your coaching delivers results.
Also, if you ever want to chat about this in more detail, send me an email (whitney (at) whitneyhansen.com) — I’m happy to help you develop your unique selling proposition so you can start working with your dream client! It really is a ton of fun + a ton of work.
Forever livin’ debt free,