CFFP #53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today I'm chatting with Brandy Baxter who is the owner of Living Abundantly where she coaches couples to shift their mindset and bring future financial goals into present reality. She is also an Accredited Financial Counselor® and a Financial Fitness Coach® with a B.A. in Communication, a M.S. in Management, a Graduate Certificate in Executive Coaching, and a Doctorate in Strategic Leadership. 

She is the author of the book, The Three Little Divas™ Reach Your Money Goals in 3 Steps Before You Huff and Puff and Blow Your Next Paycheck Away, a book about three women and their money personalities.

In addition to serving her community by providing financial education, Brandy is involved in the veteran community. She is co-founder of At Ease Texas, a nonprofit social support organization that facilitates peer groups for women in the military community. She is a veteran of the United States Air Force, a spouse of an Air Force veteran, and strives to be a servant leader in her community.  

Brandy is a 2020 recipient of the Governor’s Volunteer Award for Service to Veterans, a member of the Association of Financial Counseling Planning and Education (AFCPE®) Board of Directors, Chair of the AFCPE® Diversity, Equity, and Inclusion Taskforce, and a voting member of the City of Mesquite Housing Board.

In our discussion we talked about:  

🎙️Financial Coaching vs. Financial Advising

🎙️Developing Financial Coaching as a Skillset

🎙️ How Financial Coaching Empowers Clients for Better Outcomes

Resources:

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