by Hendrik | Apr 7, 2023 | Financial Coaching
Values can have a significant influence on an individual’s purpose. An individual’s purpose often reflects their deeply held values and beliefs, as it is shaped by what they consider most important in life. For example, if an individual values creativity,...
by Hendrik | Mar 31, 2023 | Financial Coaching
As financial coaches and planners, it is vital to understand our clients preferred communication styles. Our clients’ communication preferences will influence how we communicate with them and present information. Furthermore, it gives us an indication of how they may...
by Hendrik | Apr 25, 2022 | Financial Coaching, Financial Literacy
In previous conversations, we discussed that our client and we engage in discussions with our unique structure of interpretation, and the wonder of coaching is that we can meet the client where they are. From an ontological perspective, we also said that how we see...
by Hendrik | Apr 24, 2022 | Behavior Finance, Financial Coaching, Financial Planning
FINANCIAL COACHING ENGAGEMENT FRAMEWORK The following question often pops up in conversations around financial coaching: Do I always have to engage in a formal coaching process that consists of multiple sessions? We will explore the question by looping back to our...
by Hendrik | Apr 24, 2022 | Financial Coaching
As financial coaches we see clients seek our services when they are experiencing some or other challenge and/or concerns that they cannot solve or see new possibilities for. For example, they get retrenched or battle to make ends meet. Alan Sieler quotes psychiatrist...
by Hendrik | Apr 24, 2022 | Behavior Finance, Financial Coaching, Financial Planning
As promised in the previous blog, let’s explore ten points of financial planning where human behaviour is critical to the success of our clients to enjoy financial prosperity now and in the future. 10 Points of Integration Today, we will touch on each of these...
