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DZ Financial Coaching
Start Here!
Money Talks Quiz
$97 Money Strategy Session
FAQs
Blog
Media
Work With Me
1:1 Coaching
Group Coaching
The Nest Egg Playbook
Financial Wellness Workshops
take the quiz
Folder: Start Here!
Back
Money Talks Quiz
$97 Money Strategy Session
FAQs
Blog
Media
Folder: Work With Me
Back
1:1 Coaching
Group Coaching
The Nest Egg Playbook
Financial Wellness Workshops
take the quiz
Financial Advisor vs. Financial Coach
Financial Coaching, Retirement Planning, Money Mindset Dee Zimmerman 8/17/24 Financial Coaching, Retirement Planning, Money Mindset Dee Zimmerman 8/17/24

Financial Advisor vs. Financial Coach

What’s the difference between a financial advisor and a coach? It’s not always clear but knowing the distinction could save you time, money, and stress. In this post, I explain how a coach walks with you through every part of your money world, and when each role makes sense.

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Know What You Spend
Spending Awareness, Retirement Planning, Financial Freedom Dee Zimmerman 1/4/24 Spending Awareness, Retirement Planning, Financial Freedom Dee Zimmerman 1/4/24

Know What You Spend

You can’t plan for financial freedom if you don’t know what you’re spending now. Awareness is the first step because your spending today shapes what you’re retiring to tomorrow.

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