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Author

JC Rodriguez
August 23, 2024

Hey guys! 👋 I’m JC Rodriguez, thank you for watching my videos and then commenting on my post to get to this newsletter. It means a ton!

DEFINITION
What’s a financial coach?

  • That’s me!

  • A financial coach is a guide (who’s also a money whiz) who joins you on your journey. They’re there to help—think of them as your personal cheerleader. As a trained money expert, they’ll teach you how to:

    • Set money goals.

    • Create (and stick to) a budget.

    • Eliminate your debt.

    • Change your money habits for good.

PRACTICAL ADVICE
Financial Coach vs Advisor

  • Let me make it simple: a financial advisor focuses on the behavior of your money. A financial coach focuses on your behavior.

  • My clients will agree, that we go way deeper than just “open a Roth IRA” in our coaching sessions. We dive into your behaviors, you mindset, and your past history with money and relationships. We get to the root!

  • You’ll soon realize, money problems are only surface level problems.

HELPFUL RESOURCES
Schedule a 1-on-1 with me!

OUR COMMUNITY
What are your questions? Or share a win!

  • Reply to this email with any personal finance question you have, or share with me any wins in your life! (I’ll respond to your questions anonymously in future emails)