About our guest…

We have Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sectors for over a decade, helping improve your clients’ personal finances.    She founded ChiefFinancialMom.com, a personal finance education blog to help other busy moms. She's also the co-host of the Real Money, Real Experts podcast and an adjunct faculty member for the financial planning programs at the University of Georgia and Texas Tech University. You currently reside in Virginia with your husband and three daughters.

What we talked about…

🎙️What is financial coaching?

🎙️Financial Coaching and Financial Planning

🎙️Why should you consider becoming a financial coach?

🎙️How can you become a financial coach?

🎙️Where financial coaches fit on the continuum of financial advice

🎙️Most Wanted List...Top Attributes for Financial Coaches

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