What is a wealth coach?

The role of a wealth coach is to move successful people into a higher state of functioning, control, and comfort in regards to their wealth. Wealth coaches assist clients through the process of defining their life goals and values, as well as their vision for their wealth. Most coaching sessions are done via telephone, which makes it convenient, easily accessible, and private.

Although each client sets their own agenda and focus of the coaching session, common topics for wealth coaching include: increasing personal comfort with wealth, raising affluent children of character, legacy creation, the impact of wealth on marriage, incorporating financial windfalls into life and family, life transitional planning, creating meaningful work, writing a family mission statement, preparing heirs for wealth transfer, and finding vision for personal philanthropy.