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Financial planner, advisor, or coach: What’s the difference?
Rounding it up
Financial advisors manage money for clients, often in the form of managed investment portfolios.
Financial planners provide comprehensive money management services, including advice on saving, investing, and taxes.
Financial coaches are money experts that provide reliable advice to help you manage your own finances.
KOHO Premium account holders can talk to a financial coach at any time in the KOHO app.
Gaby Pilson
Gaby Pilson is a writer, educator, travel guide, and lover of all things personal finance. She’s passionate about helping people feel empowered to take control of their financial lives by making investing, budgeting, and money-saving resources accessible to everyone.
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