Have you ever worked with a financial coach? Did you find it helpful?

Posting as :
works at
You are currently posting as works at

My wife does Financial Coaching/Education, I would say it's not for everyone but those who do it definitely see the value in it.

It all depends on what you are looking to get out of it, You can usually set up a free consultation to make sure they can provide what you are looking for.

Related Posts

Hi Fishes,
Will you please tell me how is
Brillio in terms of data science and machine learning work?
Thanks in advance.


What is the best way to answer the question "how would you approach this job"?


So I’m considering to go back to school for my master in Engineering or Data Science next fall. Which is a 1.5 years program. However this current job crisis got me scared. What if I can’t get a job once I graduate? Will the job market come back to normal by 2025 👀

I feel like we’re going downhill. I might just move to Brazil and live with the Amazonian tribe at this point.


My hands are cracking more than ever! Anybody have a favorite hand cream that works well?


Hi! I'm technically an AD but have found myself working in so many production roles as my work and really digging it all. I would love to talk to someone about all this production. Anyone down to chat about the production life?


Indie agencies in Toronto like BHLA/LLC, The Garden, Juliet Creative, Salt… what’s our hive mind sentiment towards them? Thoughts on reputation? Are any on your list of places you’d want to work? Would you choose them over a network shop? Curious to hear what the collective thinking is.


McKinsey & Company McKinsey & Company Does every new hire get an iphone?


Anybody at Amazon can refer? I’ve been put in recycle bucket so I only need to talk to hiring manager and not go thru entire loop again. Please help. Amazon


LOL. That IND MIA game that just ended was so silly, dude straight up knelt down to tie his shoes while ball was in game.


Hi fishes,

Is there any chargeback analyst vacancy available, am having 1 yr experience in chargeback field. If there is any vacancy please support me.

Thank you in advance. Help me and be a golden fish in your bowl 😁


What's it like working with BCG in Dubai? Which service lines have the best people and which should be avoided?


Anybody have a photography side hustle? Would love to learn how you got started. Eventually want to do this full time, but just learning the ropes first.


For those of you who were laid off this year and have managed to find new jobs, did your compensation increase, decrease, or stay the same, from old job to new job?


Any one have suggestions on good companies to apply to in the san antonio, tx area? Looking to leave PA for industry. Need that wlb!


SAP. Manager. Consulting. Deloitte. East coast mid tier city. What should the expectations be like?


Hi everyone! I’ve been working for 7 years in digital marketing mostly for wine and spirits/luxury industry in China. Recently moved to NYC. I’m just wondering what platforms people use to find jobs? In China we often reach out to head hunters or through networking, is it the same here? Thanks a lot!


Does barclays have formal as dress code or casual jeans and polos are allowed ?


I’d like to thank ‪@iopsychmemes ‬for this gem, posted on that bird app.

Post Photo

Living abroad in a much more conservative country.

Casual dating is very looked down upon here and I'm going to lose my mind 😔

I just want someone to cuddle me without all these expectations that were gonna be together forever.


Additional Posts in Personal Finance Bowl

Why do people buy condos if they don’t really appreciate in interest? Does that make sense as a first purchase?

What’s up with people talking about withdrawing from retirement due to CARES Act and investing elsewhere?


New 🐟 here! Currently make $150k, wife makes $50k. I’m an immigrant and came to the US with almost no money. Wife is a citizen but grew up poor. Neither of us really knows how to budget / plan for the future. So far I’ve just been reading articles on the internet and trying to follow general advice.

E.g. Rent and utilities is about 26% of take home.
15% goes to debt payments.
Savings about 25%.

Should I get a financial planner? How should I go about this? Idk why I’m stressed


Anyone have a recommended tax person in Chicago?


Debating between a few travel cards and need some opinions. Debating between Capital One Venture, Venture X and Amex Green card.

Live in a non major city with an international airport, but need to be flexible to different airlines. Which of those cards, or other cards out there, would be best

Is bottle service ever worth it? Why is it so popular?


Recently purchased a home and starting the design process - planning to spend $70k on furniture in the next 6 months (sourcing through designer, not through big box retailers). What are the best credit cards out there right now with 0% APRs and rewards/cash back? Partner and I have excellent credit.


Who is thinking about retiring in a low cost of living country? This can dramatically change the math for retirement savings and allow you to work for far fewer years.


My house is paid off and a family friend is willing to pay cash for my house. We agreed on the price and inspections have passed with flying colors. What steps do I need to take for the sale of the house without having to pay a realtor a percentage for doing nothing? All I need is a contract they protects both parties - does anyone know?


How would you budget 1600/month of disposable income after 401k, rent, savings? Currently 24 with no other debt obligations or expenses


What’s a good baseline amount to keep in a checking account? I generally keep mine pretty low <1000 after paying CCs then dump the rest in savings. As I’m building a rainy day fund and then I will start contributing my brokerage account.

For reference <1 year experience at $4500/month (after taxes and 401k contribution)


If I make 80k a year in Chicago how much should I be spending on rent?


looking into rolling old 401k into a Roth IRA. I just graduated from MBA and therefore have only worked a few months in 2022. Am I correct in thinking that the taxes I pay will be lower than if I did this in any other year where I worked the full year? Any other drawbacks or things to think about?


Hello! I'm starting an MBB consulting job this spring and I want to make sure that I spend & save responsibly.

Here are some questions I have:

What's a reasonable percentage of monthly net income to spend on rent in a HCOL city? Right now it looks it will be 37% but that seems high.
After clearing debt, 6 mo emergency fund, maxing 401k contributions, what's next? Mega backdoor Roth IRAs seem a little overwhelming, maybe something like a HYSA or just a trading account?

Appreciate your help!


Is Syncing Mint with checking and saving account safe option for wealth and budget management?

Best place to put money after an HYSA? Ideally saving for a house in 7ish years. Currently contribute to 401k, maxed my Roth IRA. Looking at Sofi bank CD’s at 4.65% yield (6 month). Is brokerage invested in ETFs/Mutual Funds next step? TIA


Vanguard Digital Advisor ( 4 ETFs, 0.15% fee) vs HSBC Financial Advisor (15-20 funds, 1.5% fee) which one to go for nest egg growth 100k starting

Need advice. Have some credit card debt that I’ve been working to pay off. Have made progress but want to lower it quickly. We have dual income, with a house (~$300k in equity), 1 kid and 1 on the way. I’ve looked into debt consolidation via HELOC but also have ~$80k in vested equity in my company that I haven’t touched. Get equity refreshes every year. Would it be smarter to cash out $15k-$20k of that to pay debt vs. a HELOC at ~5% given that will still require mthly payments


Say I want to do a major renovation on my house. Are there banks that would offer a loan (HEL or mortgage, don't care which) over 95% of the current appraised value of the house?

If we did it, we'd be adding a bedroom, bathroom, and garage, and we would be increasing square footage by about 75%. House currently worth around $400k with $260k left on the mortgage; future comps are worth about $650k. Best guess is it is a $200k renovation.


New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here


Embed this post

Copy and paste embed code on your site


Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone


Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or