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What Is Financial Coaching?

Financial Coaching Is a Collaborative, Educational Relationship That Empowers You to Achieve Financial Freedom

Key Ideas

  1. Why becoming wealthy and financially independent sometimes requires a coach.
  2. How coaching can make a significant difference in your financial success.

There’s no secret to building wealth. Spend less than you earn and invest the difference wisely. Everyone knows that.

The problem isn’t knowing what to do – the problem is getting it done.

Financial coaching bridges that gap by providing a powerful, professional partnership designed to produce action.

It can save you time and money by helping you avoid the many dangerous pitfalls and dead-end paths on the road to financial freedom.

Financial coaching can also accelerate your wealth building by taking the most efficient, effective actions toward achieving your goals.

Financial coaching isn't the latest “get-rich-quick” gimmick or trendy how-to seminar that's supposed to reveal the “secrets of the rich”. The secret is there are no secrets.

“Before we started the coaching process with Todd, we had an idea of where we wanted to go, but were having a hard time getting there. We had read books, attended a seminar or two, listened to tapes, and had even taken some actions steps. However, we still knew that to move forward more successfully we needed something more. Until we started the coaching process with Todd we didn't know what that something was. It was this. We needed focus. Todd gives us that. We needed encouragement. He gives us that. We needed someone to take the mystery out of what we wanted to accomplish and he certainly does that. We needed to be able to “think outside the box” and he is a master at that. We are thankful for how he works with us and highly recommend him as a great coach.”– Roy and Loll Martinez; Owners, Construction Co.; Greenville, TX

Instead, your financial coach provides accountability, educational insights, practical experience, and support focused on timeless, proven wealth building principles.

Through a regularly scheduled series of phone calls, you'll develop a personalized plan for wealth and be supported in taking tangible actions to implement that plan.

Related: How to be a pro at growing your wealth

In other words, your coach provides the education and insights, but you'll do the heavy lifting and are responsible for the results produced. Your coach is the educator and protagonist, but you're the decision-maker and action-taker.

Coaching can't be compared to other educational alternatives like reading a book, listening to a CD, or watching the latest seminar on DVD. These are passive, one-dimensional experiences.

Financial coaching is an interactive, dynamic learning experience uniquely tailored to your needs.

Let’s see exactly how this works in greater detail below.

What is money coaching image

Financial Coaching Is Much More Than Advice, Consulting or Investment How-To Instruction

You’ve probably noticed that most financial education teaches you how to do something – how to invest in stocks, how to buy real estate, or how to save money.

That's all fine and good, but it’s not enough.

Few people will achieve financial freedom with this type of how-to instruction. It’s worth learning, but it’s not what's necessary to transform your financial situation.

Teaching you how to build wealth by showing you how to buy stocks or real estate is like teaching the obese how to lose weight by showing them how to eat less and exercise more.

Duh! But so what? Anybody who wants to lose weight already knows what needs to be done, yet something is keeping them from doing it.

People want to be lead. We did and we sometimes hoped that in our coaching calls you would have the “magic answer”. You made us critical thinkers to find those answers ourselves. That is your strength. You are a great coach.”– Jeni and Eric Kurowski; Owners, CCR Storage; Willis, TX

Similarly, everyone who wants to build wealth already knows they should earn more, save more, and invest more wisely. It’s not a big secret. In fact, it's obvious.

The problem is not in knowing what to do, the problem is in implementation – actually getting it done in a strategic and efficient way. That's what will make or break your success.

Financial coaching bridges the gap between knowing what to do and actually getting it done. That’s why it works.

The experts sell you information, but what you need is transformation. They teach how-to information, but never provide the transformational tools necessary for you to act on that information and produce results in your life.

In short, they forgot the essential ingredient you need to succeed. They teach you everything except what you actually need to know.

See My Related Book…

Don’t Hire a Financial Coach!
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This becomes intuitively obvious when you consider the sheer volume of information available on teaching you how to build wealth.

The libraries and internet are filled with more business and investment how-to instruction then you could implement in a lifetime. Yet, you're still not rich, so it can’t be from a lack of information.

The missing ingredient has nothing to do with “secrets of the rich” or the latest investment strategy. The missing ingredient is the catalyst that helps you bridge the gap between knowledge and effective action.

The key isn't just in knowing what to do, but in actually getting it done. That's how results are produced, and that's what financial coaching is all about.

The missing ingredient to wealth is the catalyst that helps you bridge the gap between knowledge and action
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How Financial Coaching Gets Results

Financial coaching is different because the focus is on you – not the instruction. Sure, we also teach business and investment strategy, but that isn't what will make or break your success.

How well you integrate and apply the instruction is the key to your success. That's what makes financial coaching different.

Your financial coach brings experience and expertise in wealth building. They also have a skilled method of inquiring and questioning that helps you think clearer and prioritize the critical issues that can make a difference in achieving your wealth goals.

It helps you gain a better perspective so that you focus more effectively on the few factors that produce results.

It provides tools that enhance your ability to accomplish more with less wasted effort and includes accountability to maintain focus with enough persistence to succeed.

The result is a complete support system that converts obstacles that would normally stop your progress into opportunities for growth and learning that cause you to take your game to the next level.

This crucial step is ignored by most wealth building programs, yet it's central to financial coaching.

“I got absolutely clear on both my financial strategy and the blocks that were holding me back from moving forward with my plans.”– Barry Bettman, CPPC; Owner, Success Coaching; Half Moon Bay CA

In other words, financial coaching still teaches the essential principles behind the external game to wealth building such as risk management, leverage, competitive edge, mathematical expectation, continuity income, proven investment principles, techniques, and much more.

However, what's unique about financial coaching is how it integrates that instruction with your internal game – your thinking and habitual practices that have held you back from the success you desire.

Financial coaching provides a one-two punch that integrates both the internal and external game of wealth building into a single coaching model that produces more powerful results.

When you add in some of the other benefits of coaching, including accountability, support, and expert insight, you have a complete system that literally pulls you toward financial freedom.

Nothing else works like it.

Retire With Confidence

Anybody can learn to build a secure retirement -- and you don't need a financial advisor.

My course, Expectancy Wealth Planning, has been called "the best financial education on the internet" and provides all the knowledge you'll ever need to build the life -- and retirement -- of your dreams.

Expectancy Wealth Planning
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Financial Freedom For Smart People
Book Series

the leverage equation
Amazon Kobo B&N iBooks
how much money do I need to retire
Amazon Kobo B&N iBooks
4 Rule Safe Withdrawal Rates In Retirement
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Variable Annuity Pros and Cons
Amazon Kobo B&N iBooks
Investment Fraud
Amazon Kobo B&N iBooks
Don’t Hire a Financial Coach!
Amazon Kobo B&N iBooks



  • How Anyone Can Retire Early In 10 Years (Or Less!)
  • How To Build Wealth (It’s Ridiculously Simple)
  • The Ten Commandments Of Wealth Building
  • The Secret To Happiness… And Why It Has Nothing To Do With Money
  • 12 Tips To Build Wealth For Early Retirement
  • How To Get Out Of Debt – The Complete Guide
  • The Great Bond Bubble Is Now! What’s Next…
  • Pay Off Mortgage Early Or Invest: The Complete Guide
  • What Endurance Athletes Can Teach Us About Building Wealth
  • The Parable Of The Mexican Fisherman And Investment Banker
  • FM 026: Understanding What Todd Means By “Epochal Change”
  • When is the Right Time to Buy Life Insurance?
  • How To Consolidate Debt, The Smart Way
  • How Much Does Life Insurance Cost?
  • How Anyone Can Retire Early In 10 Years (Or Less!)
  • How To Build Wealth (It’s Ridiculously Simple)
  • How Does Life Insurance Work?
  • Do I Need Life Insurance? Why Is Life Insurance Important?
  • How Much Life Insurance Do You Need?
  • Optimize Your 401(k) Today [Includes Free 401(k) Analysis Tools]
  • Are Safe Withdrawal Rates Really Safe?
  • 7 Key Reasons Why Financial Education Is Your Best Investment
  • 10 Commandments of Investment Strategy
  • Andrew Carnegie “The Gospel Of Wealth”
  • Multiple Streams Of Income – Truth Revealed
  • Retirement Planning Checklist
  • The Smart Alternative To Retirement Planning
  • What Is A Good Investment?
  • Pay Off Debt Or Build Wealth? What To Do First…
  • The Minimalist Guide To Financial Planning
  • Retirement Planning
  • Investment Advice
  • Financial Advice
  • Wealth Building
  • True Wealth
  • How Much Do I Need to Retire?

Testimonials

As a long term student of Dave Ramsey, my expense management systems were already in good order, but I was very frustrated with the dismal returns produced over the last ten years using a “buy and hold” investing strategy. Then I began to read the articles on http://www.financialmentor.com and realized Todd had something to share that was very different. Initially, I was very reluctant to hire Todd as a coach because he isn’t cheap. But now after only a few coaching calls he has really changed my… Read more
Robert M.Houston, Texas
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The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience. The publisher and its authors are not registered investment advisers, attorneys, CPA’s or other financial service professionals and do not render legal, tax, accounting, investment advice or other professional services. The information offered by this web site is general education only. Because each individual’s factual situation is different the reader should seek his or her own personal adviser. Neither the author nor the publisher assumes any liability or responsibility for any errors or omissions and shall have neither liability nor responsibility to any person or entity with respect to damage caused or alleged to be caused directly or indirectly by the information contained on this site. Use at your own risk. Additionally, this website may receive financial compensation from the companies mentioned through advertising, affiliate programs or otherwise. Rates and offers from advertisers shown on this website change frequently, sometimes without notice. While we strive to maintain timely and accurate information, offer details may be out of date. Visitors should thus verify the terms of any such offers prior to participating in them. The author and its publisher disclaim responsibility for updating information and disclaim responsibility for third-party content, products, and services including when accessed through hyperlinks and/or advertisements on this site.
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