Partner with Financial Freedom Coach
Are you a financial adviser, mortgage broker or accountant?
At Financial Freedom Coaching, we believe in a collaborative approach to empowering individuals on their journey to financial well-being. We understand that as a financial adviser, accountant, or mortgage broker, you often encounter clients who could benefit from dedicated financial coaching, even if they don't perfectly fit the profile for traditional financial advice.
Why Partner with Us?
You're committed to your clients' success, and so are we. We bridge the gap for individuals who may not yet meet asset thresholds for financial advice, harbor a mistrust of the financial services industry, possess high earnings without substantial assets, or simply wish to enhance their relationship with their current financial professionals through education and coaching.
By partnering with us, you can confidently refer individuals who need our unique support. We work alongside you, providing a valuable resource for those seeking to build a strong foundation, improve their financial literacy, and cultivate a healthier relationship with their money. This allows you to focus on your core services while ensuring your clients receive comprehensive support tailored to their specific needs.
We value the trust you place in us with your referrals. Rest assured, we aim to build lasting relationships that benefit everyone involved.
How We Can Work Together
Complementary Support
For clients who need a deeper understanding of their finances, behavioral coaching, or assistance in developing money management habits before or alongside formal financial advice.
Bridging the Gap
For high-earning individuals who are accumulating wealth but don't yet meet the asset levels typically required for financial planning services. We can help them build a solid financial foundation.
Building Trust
For clients who have a history of mistrust with financial institutions and need a supportive, educational environment to rebuild their confidence and engagement with the financial world.
Enhanced Client Relationships
For clients looking to improve their understanding of financial concepts, enabling them to have more productive conversations and work more effectively with their existing advisors.
