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Financial Coach Vs. Financial Planner w/ Taylor Westergard [167]
Manage episode 421151463 series 3558245
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In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending.
They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client’s journey
If you’re wondering if financial coaching is right for your practice, then this episode is for you!
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