What Life Coaching IS NOT
Tom has been trained as financial coach through Ramsey Solutions and is a certified Proctor Gallagher Institute-Thinking Into Results. With influence of the Kinder Institute to integrates the two disciplines in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
This may sound elementary but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives. Traditionally financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance–without exploring the broader context.
They rarely ask questions like:
Thinking Into Results