Why do our Financial Advisor Coaches, Margaret Wittkopp and Jeremy Burri, use that term to describe themselves. Just what is a financial coach?
Coaching is different from traditional financial advice. How is it different? An investment coach is a financial professional who goes beyond typical financial planning and advice to help you identify your investment philosophy, understand your investment strategy, and provide discipline throughout your investment experience.
Margaret often asks investors, "Do you want me to tell you something that will make you feel better, or do you want me to tell you what you need to know?"
A coach will not only help you identify the right strategy for you, but help you keep your decisions and behavior regarding your investments on track for achieving the results you want.
So, how do you distinguish whether you are working with a coach or not? A coach helps you answer 'Yes' to the 20 Must-Answer Questions for Investing Peace of Mind™.
We will post those 20 questions tomorrow.
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