Financial Planning Mentor/Coach
The 4R-Model of Leadership
Caregivers inevitably become leaders during a health crisis. They look for information, They look for education, solutions and restoration.
Our professionals focus first on the 4R Model-Relationships, Roles, Responsibilities and Results. Financial Planning care may impact all four, but in most cases every family in crisis has at least one R that is not equipped or prepared to be a caregiver.
*The 4R Model of Leadership can be found in Mark McCloskey's book, Learning Leadership in a Changing World and in The Art of Virtue-Based Transformational Leadership by Mark McCloskey and Jim Lousma. Book may be purchased at the CaregiverStrong.org online shop.
Health crises almost always lead to financial crises, which often result in a spiritual crisis. Emotions run high or deep and when a financial crisis occurs, families mobilize money. A financial planning coach or mentor is not the same as a financial planner/advisor in the BridgePaths definition of this professional role.
The greatest skill we teach is developing two-way communications with families in crises. "soft skills" is a misnomer, because it is hard to converse with an aging parent with dementia as a caregiver tries to to take their car keys away from them.
It is really hard to talk about dying, living with a chronic or terminal illness and make end-of-life plans. These "hard soft-skills"we teach, help families build trust, reduce stress and anxiety and take away fears, doubts, feeling inadequacies and an encouraging approach for hope and peace of mind.
While these financial planning and advisor roles may carry the same licenses and certifications, the BridgePaths financial planning coach/mentor focuses on the soft skills of understanding your personal values and beliefs, mission, vision and purpose in life, and goals using the income and assets you own. Our coaches and mentors come alongside you and focus on advice and not products or services.
We welcome financial advisors and planners who seek to "give back" to the community and help those who cannot afford to contract for services.