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FREQUENTLY
ASKED  QUESTIONS

Infinite Keys

What is an Enrolled Agent?

 

An Enrolled Agent designation is the highest credential awarded by the Internal Revenue Service (IRS), and is recognized across all 50 U.S. states.  Only three types of practitioners have UNLIMITED "representation rights" before the IRS: Enrolled Agents (EA), Certified Public Accountants (CPA), and attorneys.

What is the difference between a Financial Coach and Financial Advisor?

 

Financial coaches educate their clients on the basics of personal finance and work with them to create a financial plan that reflects their goals. They also empower their clients to take responsibility for their decisions and provide accountability as their clients work to implement the lessons they learn.  Financial coaching will empower you with the education, accountability, and careful guidance required to achieve financial freedom.

Financial advisors are licensed to sell investment products, can give stock advice as well as help clients manage their money, choosing investments for them according to their goals and risk tolerance. 

 

What are the benefits of coaching?

The benefits of coaching are having someone that is solely dedicated to you and the achievement of your goals. They are non-judgmental, supportive, encouraging and motivating just when you need it. They keep you focused on where you want to be and moving forward in the right direction. They will enable you to get to where you want to be, much faster than you could on your own.

 

What happens during a coaching session?

 

All sessions are customized to each client’s unique situation. During each session we will recap on the actions set and achieved from the last session and look at progress, successes, and obstacles. We will also assess what is working and not working and adjust the plan of action accordingly.  We then explore where you are now with specific goals; what you have tried; what has worked and any obstacles you have come across along the way. We then explore all the possible options in achieving that goal, using lots of techniques to really extract options that you have never thought of before.

 

How do you meet with clients?

 

Infinite Keys, LLC provides 100% of its coaching, business, and tax services virtually via video conference. However, an in-person meeting can be requested and can be conducted based on case by case situations.  Please contact us to request an in-person meeting.

 

How do I get started?

 

If you’re not sure what service you need, the best way to get started is to schedule a consultation. This is an opportunity to get to know each other and see how we can best work together to overcome your challenges & achieve your goals.  Click here to schedule your consultation.

 

What will I have to do?

 

To get the best results from Business and Financial Coaching, you need have a positive attitude towards the achievement of your goal. You need to be totally open, trusting, and honest within the coaching relationship. You need to have the time and commitment to complete the actions that you will set yourself at the end of each session. These actions are what will move you closer to your overall goal. Ultimately your level of commitment will directly influence the speed and extent to which you successfully achieve your goals. To help you with all of this, the coach provides accountability, motivation, support, and encouragement within a confidential and non-judgmental environment.

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