Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26

Most owners wait to hire a planner until everything is “ready.” That’s how you stay stuck. I asked my communities why more people aren’t working with planners and the answers were clear. Not enough money yet. Bad advisor experiences. Confusion about what planners actually do. I lay out the truth and the path forward.

This is an audio-first breakdown of coach vs planner, what licensed planning includes, and how to move from survival decisions to strategic ones. Especially for women, minority, and LGBTQ owners who are building without a safety net.

In this episode:

• Real reasons folks don’t hire planners
• Coaching for mindset, planning for systems
• Why licensing and accountability matter
• Holistic planning for life and business
• Behavior, relationships, and money
• First steps you can take this week

Full video is on YouTube: https://youtu.be/SKhLCYAtuZs

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