Ep 89-Why Financial Coaching is NOT Financial Advising w/Jessica Pratt
Description
Austin is joined by Jessica Pratt, a financial coach and founder of WyoU Financial Strategies. Jessica discusses her passion for helping people make confident spending decisions to save money for various goals like investing, managing risk, or simply having more fun.
Austin and Jessica discuss the distinctions between financial coaching and investment advising, agreeing that while financial advisors often concentrate on investable assets, financial coaches help clients build a strong foundation to prepare for investments.
Jessica discusses her experience helping clients develop financial systems tailored to their needs, emphasizing the importance of consistency in managing finances, and highlighting how a structured approach can lead to long-term success. The episode underscores the importance of a holistic financial approach, combining effective spending, saving habits, and investment strategies, tailored to individual needs and goals.
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