What is Money Coaching?

Money Coach vs. Financial Advisor

While these two terms seem very similar they are in fact, quite different. A traditional Financial Advisor’s job is to manage your money for you, make suggestions and ultimately get paid for doing it. The fees can be based on transactions, commissions or a number of other factors. A Money Coach on the other hand does something quite different.

While a Money Coach can assist and advise, their goal is to teach YOU new habits and show you what they are doing, how they do it and why they do it. We’ve all heard the old adage, give a man a fish and feed him for a day, but TEACH a man to fish and you’ve fed him for life. Think of your Money Coach as your teacher, not someone who just does it for you to earn his or her paycheck.

Coaching Works

Every successful athlete, singer, writer, elected official, performer, sports team and business professional has coaches. They may be financial or legal advisors, a Board of Directors, a Presidential Cabinet or the like. The bottom line is that success doesn’t happen alone.

You’d never expect to have a gymnast bring home the Olympic gold or have a football team win the Superbowl without some serious coaching. The same is true in the world of successful businesses. Unfortunately, nowhere in our educational system are we taught how to manage money. Our Coaches have decades of experience to guide you through any financial situation, challenge, or goal you may have.

With their many years of experience, resources and our state-of-the-art software tools and technology, our Coaches have successfully helped thousands of members build wealth, maximize cash-flow, increase net worth, and create solid, stable and lucrative financial lifestyles.

About Our Coaches

CLC’s staff of financial professionals has an average of twenty years of relevant professional experience and each possess multiple certifications from the financial services industry. They are salaried employees of CLC. Unlike most financial professionals, they truly have nothing to sell. Their sole focus is helping members improve their financial lives through one-on-one confidential and unbiased coaching relationships.

Our Coaches Designations and Accreditations:

• ATP® (Accredited Tax Preparer®)
• Certified Credit Counselor
• CDFA™ (Certified Divorce Financial Analyst™)
• CFEd® (Certified Financial Educator®)
• CFP® (Certified Financial Planner®)
• CMPS® (Certified Mortgage Planning Specialist®)
• CPA (Certified Public Accountant)
• CPA/PFS (Personal Financial Specialist)
• CRTP (California Registered Tax Preparer)
• CSA™ (Certified Senior Advisor™)
• EA (Enrolled Agent)
• Fair Credit Reporting Act (FCRA Certification)
• Former Bankers