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Writer's pictureGreg Carroll

3 Essential Strategies for Building Wealth: The Role of a Financial Coach


Piggy bank and stack of coins building wealth
Build Wealth

Have you ever thought that it would be impossible to build wealth? Maybe you've said to yourself, "It's just not in the cards for me to have wealth?" Building wealth might sound like a daunting task, but it all boils down to a few fundamental principles. If you’re aiming for financial success, understanding and applying these three keys can set you on the right path. Let’s explore these keys—living below your means, the connection between how you view money and net worth, and investing in what you understand—and see how Legacy Financial Coaching can guide you every step of the way.



Key 1: Living Below Your Means

One of the simplest yet most powerful ways to build wealth is to live below your means. It’s not just about budgeting—it's about making deliberate choices to spend less than you earn. In The Millionaire Next Door, Stanley and Danko highlight that many wealthy individuals live modestly and prioritize saving over spending (Stanley & Danko, 1996). This principle aligns with timeless wisdom from the Bible, which encourages prudent financial management: “Precious treasure and oil are in a wise man's dwelling, but a foolish man devours it.” (Proverbs 21:20, ESV).


Working with a financial coach can make this process smoother. A financial coach can help you create a realistic budget, identify areas where you can cut back, eliminate debt and set savings goals. By providing personalized advice and accountability, a financial coach ensures that you consistently live below your means, paving the way for long-term wealth accumulation.


Key 2: How You View Money Reflects Net-Worth

The second key is understanding that your view of money directly impacts your net worth. Dave Ramsey often emphasizes that how you value yourself can influence your financial decisions. He also states that money issues are only 20% numbers related and 80% behavior related. If you have a healthy understanding of money, you are more likely to have success with money and thus an increased net-worth. In The Millionaire Next Door, the authors point out that self-discipline and a strong work ethic are crucial traits among the wealthy (Stanley & Danko, 1996).

 

If you have found yourself trusting credit cards and loans to be a blessing in your life then you can benefit from working with a financial coach. Legacy Financial Coaching can help you discover new ways of thinking about and handling money. A financial coach will work with you to build confidence in your financial decisions, set realistic goals, and stay motivated. By fostering a healthy understanding and relationship with money and a positive financial mindset, you’ll be better equipped to build and sustain your wealth.


Couple reading together
Invest Only in What You Understand

Key 3: Invest Only in What You Understand

The final key to building wealth is investing in what you understand. It’s easy to get excited about the latest investment trend, but the best investments are often those you truly comprehend. Warren Buffett famously advises to invest only in businesses you understand, which reduces risk and increases your chance of making informed decisions. There are hundreds of options out there and it can be really confusing. Should you invest in Bitcoin or NFTs? Gold or Silver? Roth or Traditional IRAs? Should you keep your money in a bank or put it in a coffee can in the backyard???? Search any of those topics and I guarantee you'll find an "influencer" on any social media channel peddling how they struck it rich. Where and how you invest ultimately comes down to you. Educate yourself and before you put any money towards that investment, be sure that you have a strong understanding of it.

 

If you’re unsure where to start, a financial coach can be a tremendous asset. Legacy Financial Coaching can help you educate you on the different types of investments and even point you to trusted financial advisors that have the heart of the coach and are more concerned with your understanding than they are with getting that commission check. As your financial coach, I can help provide coaching, education and guidance so that you can protect and grow your wealth effectively.


Building wealth isn’t about luck; it’s about making smart, informed decisions based on these three keys: living below your means, recognizing the link between your view of money and net worth, and investing in what you understand. Partnering with a financial coach from Legacy Financial Coaching can provide the support and guidance you need to master these principles and achieve your financial goals. With the right strategies and a bit of discipline, you’re well on your way to building lasting wealth.


Taking the Next Step

So, what’s next? The first step is simple: take a good, honest look at where you are right now. Then, start thinking about where you want to be. If you need help, advice, or just someone to cheer you on, Legacy Financial Coaching is here for you. Reach out, and let’s start working toward your financial freedom together.


Here’s the truth: You can build wealth! Contact me today to learn how.


Be Free!

 

References:

- Stanley, T. J., & Danko, W. D. (1996). The Millionaire Next Door: The Surprising Secrets of America's Wealthy. Longstreet Press.

- Ramsey, D. (Various). Financial Peace and The Total Money Makeover.

- Proverbs 21:20 (ESV). The Bible.


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