Financial Coach vs Planner vs Advisor — Who Does What & When Do You Need Them? [Ep 30]

Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs

You’ve probably heard of financial advisors and planners—but what about financial coaches? And how do you know which one you actually need?

In this episode, Taryn “T-Money$” Ferrer breaks down the real differences between a financial coach, a financial planner, and a financial advisor—including when to hire each one and what kind of money milestones or assets make it worth it. You’ll also learn why so many people feel disappointed when they hire a planner or advisor expecting their money habits to magically improve (hint: that’s the coach’s lane).

Tune in to hear:

• What each role actually does—and what they don’t do
• When to hire a financial coach, planner, or advisor (and how much in assets is typically needed)
• Why your first step may not be investing—but healing your habits
• How all three can work together to help you build lasting wealth
  
  

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