Question 1

What distinguishes financial coaching from financial advice or investment advice?

Accepted Answer

Here, you take centre stage. We work on your attitude to money, your goal definitions and your behaviour. It's not about ‘the investment’, because in my view there is no such thing. At the end of the process, you will have clarity and a plan of action to realise your financial goals.

Question 2

What are common questions in financial coaching?

Accepted Answer

An important topic is gaining clarity about your own financial goals. After all, retirement provision or financial freedom, for example, are highly individual. I help experienced investors to adjust their investment strategy so that they can actually implement it or to create a framework to avoid repeated wrong decisions in the future. I also often encounter the need to find a balance between saving and spending. The underlying values and beliefs associated with money are important here.

Question 3

Do I need to have experience in investing for financial coaching to be suitable for me?

Accepted Answer

No.

Question 4

How long does financial coaching take?

Accepted Answer

That depends on your concerns and how much time you invest between our coaching sessions. In most cases, the duration is between 3 and 5 sessions.

Question 5

Is there a commitment?

Accepted Answer

No. You are free to decide after each session whether you want to continue or stop here.

Question 6

What if I can't make it to an agreed appointment?

Accepted Answer

You can cancel the appointment up to 48 hours, i.e. 2 days before the scheduled appointment, by email (office@elementb.at) or by telephone (+43/680/2326545). After this deadline, I will have to charge you for the coaching.

Financial Coaching

Cooperations

Antoine de Saint-Exupéry

A goal without a plan is just a wish.

How private investors benefit

Reflection

Knowledge

Mindset

Mindset Money

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