Month: April 2013

What is a Personal Financial Coach?

In this modern, on-the-go society, the rise of personal coaching has proven instrumental in helping balance career with home. Utilization of fitness trainers and professional conferences has become quite common. More recently, personal financial coaches, such as Shawn Stoller of Eastside Accountants, have availed their services to clients wishing to get their financial affairs in order.

A personal financial coach is someone who can evaluate all of a client’s various accounts, debts, and assets, and then make recommendations on the best way to manage them taking into who you are and what you want to accomplish. 

More than just a financial planner who primarily focuses on making specific investments or reducing debt, a financial coach will take a client’s lifestyle into account. Personal and professional goals play into a coach’s strategy on recommendations.

Clients who are overwhelmed by a rapid accumulation of assets or even a cycle of living paycheck-to-paycheck who want to make a fundamental change in how they earn, spend and save their money are prime candidates for tutelage by Shawn Stoller or a similar financial coach. Simple help with budgeting and savings are often the first steps for some clients.

With over 30 years of experience, Shawn Stoller can help you acheive your financial goals.