Hi! I’m Catie and I’m an absolute nerd for financial coaching and helping people take control of their money. I’ve worked in this industry for nearly a decade and if there’s something I know for sure it’s that all pumpkin spice flavors are trash and financial literacy changed my life. Here’s the quick version of my story: I graduated in the midst of a nasty recession and found myself with more than six-figures in student loan debt. **Brb - changing my name to Typical American Millennial**. I was completely financially illiterate but unwilling to throw in the towel in my early twenties. I was committed to digging myself out of that hole. It took me a few years to become financially competent, but it also led me into a career helping others do the same. Fast forward to today, I’ve worked as an advisor, planner, and coach. I even launched my own virtual planning firm. Through the many hats I’ve worn in this industry (I once wore a top hat in a photo shoot), educator and coach is by far my favorite.
When I first met the Parthean team, led by CEO Arman Hezarkhani, I knew this is where I was meant to be. We’ve developed a financial coaching program that’s going to change lives and an app that’s so marvelous you’ll call it Mrs. Maisel.
There’s a lot of jargon and confusion around what “Financial Coaching” is so I created this handy dandy breakdown to explain it in the clearest non-industry lingo manner possible.
What Financial Coaching Is:
What Financial Coaching Is Not:
Who Would Benefit From Financial Coaching?
Financial coaching is for people who maybe need a little motivation, accountability, and/or education around their finances. Perhaps you just need someone to help you clarify where you should start, or what your goals actually look like. Sure, you should automate your finances, pay off your credit card debt, and start saving for retirement, but how do you actually do that? A financial coach will work with you to achieve your financial goals. Not your mom’s goals or your friend’s goals or your Hinge date’s goals. YOUR goals. We’ll help you set the wheels in motion, get the ball rolling, get the show on the road…should I continue with more of these idioms?
Financial coaching isn’t just for the young, old, rich, or poor. It’s for people who are ready to learn and to thrive financially. Sound like you? Download the app and schedule a call with one of our financial coaches today.