Coaching deals more on the level of emotions, values, and goals. Financial Planners and Investment Advisors are more technically oriented and their advice tends to be biased towards products they represent. Coaching is different by dealing with the behavioral aspect to create real change that achieves goals surrounding ones financial life as a whole (and we don’t sell products). Most people have a wide range of content in their minds, but organizing and implementing it is a very demanding discipline that most people will never be able to put into action or bring a focus to on their own.
When and Where necessary it may be that you will need to speak with a Financial Adviser , Solicitor or accountant and this will be highlighted to you.