Frequently Asked Questions

We are Financial Coaches, Not Advisors

Lionhood Financial is a fee-only financial coaching group. We are here to develop your personal finance skills and maintain your financial health.
An advisor provides options for developing an investment portfolio to build wealth for their clients and will provide specific product recommendations. 
In short, a financial advisor work to manage wealth that already exists. A financial coach provides information and guidance that help put clients in the best position to create that wealth.

FAQ

  • A financial coach will assist you in setting financial goals, creating a budget, managing debt, and developing strategies to achieve your objectives.

  • During a coaching session, you can expect personalized and interactive guidance on budgeting, saving, debt management, and other financial topics. We work with you to understand your unique situation, provide relevant advice, and help you create an actionable plan to achieve your financial goals.

  • Typically 3 to 6 months. Duration varies based on individual needs. Some clients may require only a few sessions to address specific challenges, while others may benefit from an ongoing coaching relationship for continuous support and accountability. Lionhood offers flexible coaching packages to suit different client requirements.

  • No, financial coaching benefits individuals at various stages of their financial journey. Whether you need help with debt, budgeting, or improving financial literacy, We can provide valuable insights and effective strategies to enhance your financial situation.

  • Financial coaching focuses on guidance, education, and behavioral changes to help individuals reach their financial goals, while financial planning develops comprehensive strategies, including retirement, taxes, and estate planning. Coaching emphasizes empowerment and informed decision-making, while planning provides a comprehensive roadmap.

  • Lionhood coaches can offer general guidance and education on investment strategies and concepts, but they are not licensed financial advisors or brokers. For specific investment recommendations, it is advisable to consult a licensed professional in the field.

  • Yes, Lionhood Financial Coaching provides tailored coaching programs for businesses or organizations to improve financial well-being, debt management, and informed decision-making among employees or members. Contact us to discuss your specific requirements and explore how we can assist your organization.