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CoachAmerica's
Frequently Asked Questions
- What is financial coaching?
Our motto is "Your personal trainer
for your wallet!"TM Just like when an individual needs extra incentive
to get on a healthy physical exercise program, financial coaching
provides the extra incentive to get individuals/families on a
healthy financial path.
- Who qualifies for a financial
coach?
If you know you need help, are
willing to ask for it, are willing to "work out" for success, then
YOU qualify!
- What can I expect with a coach?
A coach is your guide to finding all
that is available to you to keep you on your path to financial
success. A coach will give you the direction and inspiration you
need to achieve your financial goals.
- What is the difference between
a financial coach and financial advisor?
A financial coach gives unbiased
direction and education to assist you to make the decisions that are
right for you. A financial advisor is a licensed individual who can
give you specific advise and provide products and services to
achieve your financial goals. A financial coach does not give
advise, nor sells products or services. A financial coach will
assist you in your pursuit of a qualified financial advisor.
- Who founded CoachAmerica, and
why?
CoachAmerica was founding in April
2007 to provide a much-needed service to consumers. As unbiased
financial education coaches, we are able to open up our students'
eyes to the pros and cons to many of the financial decisions they
must make over their lives. Barbara D. Huguenin, was instrumental in
the founding of CoachAmerica. Please refer to "CoachAmerica's
Financial Education Advisors" for further information.
- What credentials does
CoachAmerica and its coaches have?
All financial education coaches come
with many years of involvement in the financial industry,
outstanding customer service, hundreds of hours of continuing
education, and a passion to help their students. Many of the coaches
have achieved, or are in the process of achieving credentials in
their area of interest. Some of these credentials are: Certified
Senior Advisor, Life Underwriter Training Council Fellow, Long-Term
Care Professional, any many, many more.
- How much does it cost?
There are several financial
educational coaching packages to choose from. Once a Financial
Consultation is conducted, a recommended coaching package is
suggested to the student. We do our best to match up the appropriate
coaching package with the individuals/families' specific needs.
Since each package, and each student's needs differ, so may the
coaching package pricing. However, to give a price range, you can
plan to invest anywhere from approximately $2,500 and up for a
comprehensive financial education coaching package.
- Can I purchase less than 3
months?
The reason the smallest coaching
package is three months, is because, just like a "personal exercise
program", a financial education coaching program takes time for the
student to practice and embrace the new life style changes they may
need to make to reach financial success.
- Do you offer payment plans, or
is the full amount due at time of purchase?
Yes, payment plans are offered.
Please speak to your Financial Consultant for the right payment plan
for you.
- What if I’m not 100% satisfied?
Do you offer any kind of guarantee?
Since you will be agreeing to a
financial education coaching package contract, you have 72 hours
from the date of the contract in which to cancel and receive 100%
refund of your payment (minus shipping and handling). Due to the
fact that the success of this program is strongly on the shoulders
of the efforts of each student, and their desire to succeed,
guarantees cannot be awarded. It is because of this, that the
Financial Consultant will only invite those to our program who show
a strong passion to make the decisions that are necessary to reach
their individual financial goals.
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