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CoachAmerica's
Frequently Asked Questions

  1. 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.
  2. 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!
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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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