Using a coach seems to work for Serena Williams, Peyton Manning, and LeBron James amongst others, so maybe there is something to this whole life coach/financial planner thing. Andrea Travillian brings her unique approach of holistic life solutions to our money-centered show and explains how financial solutions should be a working part of your overall plan. If you find yourself struggling to gain traction on the road to your the future you had envisioned, tune in to see if a life plan might be the answer you’ve been looking for.
Some important questions discussed in this episode:
- How is a life plan different from a financial plan? Do I need one if I have the other?
- Everyone knows they should set goals, but does that actually work?
- When should I start using a life plan?
- Do I really need a life coach or another specialist to help me plan things?
Links To Help You With Your Planning
- Andrea’s Plan for You
- Peter Likes Michael Hyatt’s Life Plan Ideas and thoughts on How to Avoid Drifting Away From Your Goals
- How to write a life plan, the GPS for your envisioned future.
Panelists In This Episode:
- Special Guest: Andrea Travillian | Take a Smart Step
- Glen Craig | Free From Broke
- Kyle Prevost | Young and Thrifty
- Miranda Marquit | Planting Money Seeds
- Peter Anderson | Bible Money Matters
- Tom Drake | Canadian Finance Blog
For a quick bio of each of our show participants, head on over to our panelists page.
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