Financial Coaching Services

Our advisors support clients who are committed to investing in talent development of their financial professionals. Our coaching comes in two forms:1) working with both executives and individual contributors who aspire to deepen competencies and effectiveness, and 2) technical methods that create consistent performance improvement and help fulfill the company mission.

Executive and Professional Coaching

The well-documented benefits of engaging coaches to develop your talent include:

  • Stronger ability to lead others and gain influence
  • Stronger top and bottom line results
  • Executive presence
  • Increased capacity to think critically and strategically
  • Enhanced productivity and engagement
  • Ability to manage competing priorities more effectively
  • Better stress management

We believe leadership capabilities can be groomed. We help professionals discover and develop personal competencies that insure sustainable success for themselves and their organizations. Our coaching practice begins with a clear understanding of the business strategy and the goals of the individual to be coached to meet them. We provide coaches certified to evaluate individuals for their strengths, developmental needs and career direction potential. We use a combination of diagnostic assessments and internal interviews to establish a baseline from which to then work on a customized professional development plan. Then, with skillful coaching and clear plans to provide professionals with experiences to round out their existing competencies, we help leaders to more quickly take on greater accountability and make greater contributions to their organizations. As professionals become aware of how they are viewed and what their impact on others is through the coaching process, they make informed choices about how to change and improve.

Typically, the process takes six months while a coach meets with a professional twice a month.

If you have a professional stepping into a new position who needs to insure solid and fast success, coaching is ideal. A manager who needs to define a leadership philosophy to succeed in a new company culture is a typical coaching opportunity, as is working with high potential performers so they can rapidly progress in their careers.

Technical Coaching

Technology, market uncertainties, regulatory changes and innovations constantly create competition and new ways to solve problems. In the financial world, keeping abreast of how to address these demands is the new normal. When financial professionals need coaching to efficiently learn how to best harness technology, change methods or processes in real-time, revise processes or introduce new systems under time pressures, our coaches support financial executives to accelerate their learning curves by “doing and coaching” at the same time. These specific opportunities allow a financial leader to learn by doing something new with less risk. The work is typically tied to a unique project and the timeline is unique to the work needed.

Of course, technical coaching can easily dovetail into individual coaching as well. They are not mutually-exclusive and we are pleased to work with professionals in a combined way.

Our advisory team is seasoned and progressive in our industry. We look around corners to meet the demands of dozens of industry business environments. We aim to create powerful improvements for both individuals and their organizations. We look forward to assisting you to create sustainable value with our dedicated team of advisors.

CFOs2Go Blog

January 19, 2021xP&A – Extending FP&A Beyond the Boundaries of Finance

Financial Planning and Analysis (FP&A) is an essential financial activity in companies of all sizes. … Read More


Eyeglasses and books on the laptopCheck out our Resource Center and discover useful articles, links to relevant industry sites and whitepapers on the finance industry covering topics from strategy to day-to-day operations. You’ll find back issues of the CFOs2GO newsletter “The Issue”, and webcast recordings of talks by our Partners.   READ MORE


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