Is money the only thing financial coaches are supposed to help their clients with?

That question came up a couple of times recently, and it led to a really important conversation. Because the reality is, a lot of what shows up in coaching isn’t strictly about money—but it absolutely affects it.

In this episode of THE Financial Coaches Podcast, we walk through a couple real scenarios where clients were dealing with things outside of finances, but those situations were directly impacting their ability to make progress. From business challenges to family dynamics, it raises the question of where our role as coaches begins… and where it should stop.

We talk through how to approach those moments, how to ask for permission before stepping into more personal territory, and how to recognize when something is within your ability to help with—and when it’s time to refer out. Because helping doesn’t always mean fixing, and knowing that difference matters.

If you’ve ever found yourself wondering whether you’re truly helping your client or possibly overstepping, this is a conversation worth listening to.

🎧 Resources & Links Mentioned in This Episode

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🎵 Music by Summer School