First Plan Consulting.

Please have a look at how we aim to improve your life.

Financial Coaching

Life Skills

Relationship Tools

Company & Business Analysis

Why are we doing this?

To ensure we do our part to uplift the community, give skills to people and enriching the future of every one of our patients.  

Please join us if creating a improved you and a better tomorrow.  

A financial planner and a life coach offer distinct services that cater to different aspects of a client’s life. Here’s an overview of the services each professional can provide to new clients:

Financial Planner: A financial planner specializes in helping clients manage their finances, achieve financial goals, and plan for the future. Their services typically include:

  1. Financial Assessment: Conduct a comprehensive analysis of the client’s current financial situation, including income, expenses, assets, liabilities, and financial goals.

  2. Goal Setting: Collaborate with the client to define short-term and long-term financial goals, such as retirement planning, saving for education, buying a home, or starting a business.

  3. Financial Planning: Develop a personalized financial plan that outlines strategies to achieve the client’s goals. This plan may include investment recommendations, debt management strategies, tax planning, and estate planning.

  4. Investment Guidance: Offer advice on investment options based on the client’s risk tolerance, time horizon, and financial goals. Help clients build diversified portfolios aligned with their objectives.

  5. Retirement Planning: Create retirement strategies that include estimating retirement needs, calculating retirement savings targets, and recommending retirement accounts and investment vehicles.

  6. Risk Management: Assess the client’s insurance needs, including life insurance, health insurance, disability insurance, and long-term care insurance, to ensure comprehensive coverage.

  7. Tax Planning: Provide guidance on tax-efficient investment strategies and help clients navigate tax regulations to minimize tax liabilities.

  8. Estate Planning: Assist clients in creating an estate plan that includes wills, trusts, and other legal documents to ensure the orderly distribution of assets and protect their family’s financial future.

Life Coach: A life coach focuses on helping clients achieve personal and professional goals, enhance well-being, and navigate life transitions. Their services often include:

  1. Goal Setting: Work with clients to identify and clarify their personal and professional goals, creating a roadmap for achieving them.

  2. Self-Discovery: Help clients gain self-awareness and better understand their values, strengths, and passions, which can guide their life choices.

  3. Motivation and Accountability: Provide ongoing support, encouragement, and accountability to help clients stay motivated and committed to their goals.

  4. Time Management: Teach time management techniques and strategies for balancing work, personal life, and other responsibilities effectively.

  5. Stress Management: Assist clients in managing stress, building resilience, and developing coping mechanisms to navigate challenges with a positive mindset.

  6. Career Development: Offer guidance on career choices, job transitions, and strategies for professional growth and advancement.

  7. Relationship Coaching: Help clients improve relationships by enhancing communication skills, setting boundaries, and addressing conflict constructively.

  8. Personal Empowerment: Empower clients to overcome self-limiting beliefs and build confidence, enabling them to take bold steps toward their desired outcomes.

  9. Transition Support: Assist clients in managing life transitions such as starting college, changing careers, moving to a new city, or adjusting to major life changes.

  10. Work-Life Balance: Provide strategies for achieving a healthy balance between personal and professional responsibilities, promoting overall well-being.

Both financial planners and life coaches play valuable roles in helping clients achieve holistic success and fulfillment. Clients often benefit from a combination of these services, as they work together to address both the financial and personal aspects of their lives.