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20 Second Advisor: Hiring a coach changes everything

by | Jul 2, 2025 | Financial Planning, Inspirational

I recently read an article in Runner’s World that caught my attention. The writer was explaining how daunting it was to train for a marathon. She would sign up for a 16 week training plan and panic! In reviewing the plan, she would see the long run in Week 9 or the faster runs in Week 12 and feel overwhelmed and stressed out.

Then, she hired a coach. The coach delivered her training plan one week at a time based on how her training was going. The coach would also tweak the plan to account for travel and other life events. All the runner had to focus on was one run / one week at a time which was built around her goals and life! It changed everything for this runner!

This is exactly what we try to do for our clients. This challenged me to put myself in our client’s shoes as we work through their financial plans! Am I reducing it to bite sized pieces or do they feel overwhelmed?

This One Adjustment To My Training Changed Everything.