How Can a Financial Coach Help?

According to a September 11th, 2008 article titled “Coaches to Get Consumers Finances into Shape” from Financial Advisor, writer Joan Dubar notes “Financial coaches can help get people motivated for financial planning - and keep them committed.”

With each of our Insight on Coaching shows, my goal is to highlight the important role coaches can play in so many different facets of our lives.  With the credit and mortgage crises, a recession that just keeps getting worse, a risky $70 billion bailout plan, and the worst economic crisis we’ve seen since the Great Depression, now more than ever coaches who specialize in financial planning and management can be critical in helping us. 

Kathy Jo Pollack and Gabe Graumann reinforced several of the same points the article in the Financial Advisor highlighted, and I especially liked how Kathy Jo referred to herself as an accountability partner when she works with clients.

What are some of the benefits a financial coach can provide? 

Until next time!

Tom Floyd
CEO
IEC: Insight Educational Consulting
Specializing in Change Management, Workforce Performance, and Employee Development

Coaching for Financial Success in a Recession



financial coaching Kathy Jo Pollack IEC Great Depression bailout plan financial planning financial advisor Gabe Graumann bankruptcy money management recession banking crisis wealth management Turbo Tagger