040: Empowering Financial Independence with Jolie Viguers

In this episode of The People Teaching People Podcast, Jolie Viguers, a seasoned CPA and financial coach, joins me to discuss a range of topics including money, finances, financial coaching, community, curiosity, and values. 

Jolie shares her journey from becoming an accountant to founding Well Bean Coaching, her own financial coaching business, emphasizing the importance of understanding one’s money stories and deep values. She talks about her approach to financial coaching, which focuses on empowering clients by aligning their financial plans with their life’s goals and values. Jolie also delves into the nuances between financial coaching and financial advising, her target clientele, and how she tailors her coaching techniques to individual needs. Additionally, Jolie discusses her popular online community, the Canadian Ladies Money Club, and shares insights on addressing common financial questions like whether to pay off debt or invest. Throughout the conversation, Jolie emphasizes the importance of continuous learning, compassionate curiosity, and maintaining alignment with personal values.

Jolie is a CPA and Financial Coach with a passion to make her clients more confident with their money.  She works with women to understand their money stories and deep values, in order to achieve alignment with their spending and investing. Resolving the stress and frustration of debt and cash flow struggles and transforming that into sustainable plans makes for a big impact!  Jolie has worked as an accountant for 20+ years, and is active in the Financial Independence community. She is also the leader at “Canadian Ladies Money Club” on Facebook, with a mission to normalize the conversations about money.

 

Listen in as we talk about:

02:57 Becoming a financial coach

05:24 The role of a financial coach

08:54 Who benefits from financial coaching?

11:20 Personalizing financial coaching: drifters vs. strugglers

13:40 The path to financial independence

18:35 Teaching and learning as a financial coach

23:14 The emotional aspect of financial coaching

27:58 Couples and money: navigating different values

30:13 The Canadian Ladies Money Club

32:56 Celebrating financial wins in a supportive community

34:05 The power of community in financial learning

37:29 Navigating the debate: paying off debt vs. investing

43:45 Influential educators and the Trauma of Money course

48:04 Staying true to values in financial decisions

52:45 Jolie answers some rapid-fire questions

56:00 Jolie’s words of wisdom 

 

Connect with Jolie:

• Website: https://www.wellbeancoaching.com/
• Instagram: @wellbeancoaching
• Facebook: @wellbeancoaching
  • Facebook Group: Canadian Ladies Money Club

 

Connect with Tiana:

• Website: https://tianafech.com
• LinkedIn: Tiana Fech
• Instagram: @tianafech 
• Facebook: @tianafech