My husband and I made some classic investing mistakes—chasing returns, lack of diversification, even swing trading. But those mistakes taught us how to build a simpler, smarter investment strategy. I’m sharing our story so you can skip the learning curve and start strong.

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.