A financial coach helps one adopt healthy financial habits and refers products and services to an advisor. A financial coach only makes money from the coaching fee. She/he doesn’t make money from placing financial products and services.
Certified Financial Planners, Financial Advisors, and Investment Advisors are licensed and certified to help others create strategies to eliminate financial risk and build wealth. They make money by charging a fee for managing people’s money. They also make commissions on products and services they recommend to help their clients achieve their financial goals.
Many of our certified Qubee Coaches are also licensed Financial Planners, Financial Advisors, and Investment Advisors.
When you first meet with your Qubee Coach, you will establish your rules of engagement. During the rules of engagement, let your Qubee Coach know whether you just want them to coach you, or if you want them to be both your coach and your financial advisor. Please note that although our Qubee Coaches are amazing, they aren’t experts at everything. But they will refer you to other professionals in the Qube Network who are.