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April 1 & 2, 2017

Meet the Money Coach: Lisa DiMatteo

Lisa DiMatteo has coached Bostonians on subjects ranging from career transitions to life changes. But her inside voice—actually, it was an out-loud exclamation—helped her realize that money coaching was the perfect combination of her passions. A certified money coach with the Capital One Money Coaching program in Boston (which is free and open to the public at select Capital One Cafes), Lisa is all about connecting people with their true aspirations. For her, that includes a balance of yoga, good wine and traveling.

What inspired you to become a Money Coach?
I was working as a staffing agency recruiter and loved matching employers with great employees, and employees with great jobs. I asked myself, "If I were talking to folks all day about what their ideal scenario or dream role would be, what is that job called?" I landed on coach. I finished coaching school and started coaching in different forms.

Then, I was a money-coaching client myself—I was a participant in Capital One's pilot program in Boston. The three coaching sessions really resonated for me. Then there was an amazing workshop on how to talk about money with your honey—it's a topic that's so juicy and typically taboo. I heard myself say, "I love this! I want this to be my work!"

How does your HR background help in coaching?
Here's the connectivity between all of it: It's matching people up with things. In the staffing world I was matching people with opportunities. I also worked in food and wine, and would help people match the right wine with their food. With coaching, you're talking with people and helping them achieve a goal. You're matching them up with some aspect of their optimal future.

What is the most important quality a money coach has?
First, it's to create a safe space—no judgment. We acknowledge the journey a person took to arrive in the seat across from us, and that they are having a conscious look at what's really going on in their lives. It's also making sure the customer knows they are in control. We ensure the customer is aware they bring the agenda, call the shots and ultimately that the coach is there to support them. I just ask questions; I follow the trail. You have to listen on a number of levels. Even when folks think they have it all figured out, there might be something hiding in the back row you might want to shine a light on.

How has money coaching had an impact on your own financial goals?
To be honest, I'm still on my own money journey and will be for as long as money is in my life, which really is forever. I began as a client of money coaching, and even now as a coach I know I need to look at my own "stuff" periodically. This is how I know it's not always easy, but I also know how hugely rewarding it can be.

What are people talking about right now in Boston?
I've seen a fair amount of millennials, and many of them come in struggling with balancing their daily demands. They are paying off student debt while living in an expensive city while trying to achieve the lifestyle they want. How do they balance all of that? That's a huge question that I see over and over again. Your relationship with money is as individual and uniquely personal as your relationships with friends and family. What you value influences the decisions you make.

Tell us your favorite thing about money coaching.
People show up with curiosity and openness, and that turns into conscious reflection space. I see people come in looking like they're going to see the principal, and they leave looking like they just got asked out on 19 dates. Eventually you witness transformation, and it's inspiring.

People often equate money with freedom. If your relationship with money is intermingled with how you see your freedom, imagine how much upside there is to having an honest look at this relationship.

For more information on Capital One's Money Coaching program, visit capitalone.com/local/moneycoaching.

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