The Difference Between Financial Planner, Financial Advisor & Financial Coach.

The Difference Between Financial Planner, Financial Advisor & Financial Coach.

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What is the difference between a financial planner a financial advisor and a financial coach?

I’ll explain the difference between these three seemingly similar positions and let you know my take on which one you should hire.

00:00 - Intro.
00:23 - The difference between a Financial Advisor, Financial Planner, and Financial Coach.
00:51 - Investopedia definitions.
01:52 - Financial Advisors.
02:34 - Financial Planners.
04:12 - DIY Financial Apps (Webull and M1 Finance).
05:10 - Financial Coach.
07:02 - My recommendation for who to pick.

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F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.

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Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at [email protected]. I am not a tax, legal or investment advisor representative.

Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.

*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.

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