Coaching versus advising
A financial planner answers 'can we afford it?' A coach helps you figure out what 'it' is. Certified coaching is a discipline: structured questions and exercises that surface what actually matters to you, then a process for building it into your weeks. The magic isn't the coach's answers; it's that you finally say your own out loud.
We think the two belong under one roof, which is why Rc and Deana hold both credentials. A plan without a life attached is a spreadsheet; a vision without funding is a wish.
What it looks like here
Coaching runs through everything we do: the Next Five priorities exercise that starts a planning relationship, the Unwrapping Retirement guided course with personal coach responses, and the annual review where the plan gets re-pointed at whatever you've discovered since. The discovery never ends. Neither does the plan.
Written by the team at The Retirement Life, led by Rc Arseneau, CFP®. This is education, not individualized advice. Your situation deserves a real conversation before any decision.