Time We Discuss: Day in the Life of a Financial Wellness Coach
Watch/Listen to this Episode Day in the Life of a Financial Wellness Coach
In this conversation with Rachel Durci, she outlines a typical day, which involves creating social media content, writing blog posts, and engaging with clients through coaching sessions. She primarily works with couples, using a flexible structure to address their specific financial concerns. Her coaching focuses on personal budgeting and financial wellness rather than investment advice. She helps clients understand where their money goes, track spending, and improve their credit scores. Rachel emphasizes the importance of a positive mindset towards money management and aims to make her clients feel comfortable discussing their finances without judgment.
Rachel shares her background, explaining how she transitioned from an unhappy job in the nonprofit sector to becoming a financial wellness coach. After working in an unfulfilling role, she took a risk by leaving her job for a startup, which ultimately did not work out. This period allowed her to start building her financial wellness coaching business, a field she had been interested in for a long time but was unsure existed.
Rachel discusses the importance of mindset in financial wellness, noting that financial trouble is subjective. Her clients typically earn sufficient income but struggle with feeling financially secure. She assists them in managing their money better, ensuring they are not overly stressed about their financial situation. Rachel highlights that effective financial coaching involves understanding clients' emotional connections to money and providing non-judgmental support.
When asked about certifications, Rachel explains that while there are general coaching certifications available, they are not essential for becoming a financial wellness coach. She believes the most crucial attributes are personality traits such as empathy, the ability to make clients feel comfortable, and strong communication skills. Rachel mentions that none of her clients have ever asked about certifications, indicating that personal connection and trust are more important than formal qualifications in this field.
Rachel also offers advice for those interested in becoming financial wellness coaches. She suggests joining relevant Facebook groups and reaching out to other financial coaches for insights. Networking and learning from others in the industry can provide valuable knowledge and support for aspiring coaches.
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