Shivani Pathak - Suggested Interview Questions

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Shivani Pathak

Suggested Interview Questions

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Shivani, you’ve had a fascinating career journey from corporate roles at Estée Lauder to the startup world and now money coaching. What motivated you to pivot into financial wellbeing?
Can you explain what a Certified Money Coach (CMC)® does and how it differs from traditional financial advisors or coaches?
Your approach to money coaching includes mind-body techniques. How do these practices integrate with financial planning and coaching?
You’ve worked across the US, UK, and India in various industries. How have these diverse experiences influenced your approach to coaching?
What are some of the most common psychological barriers people face when it comes to managing their wealth, and how do you help clients overcome them?
You’ve mentioned that financial well-being is deeply personal and psychological. Can you share a success story where a client made a significant breakthrough?
How do your qualifications, like the Certificate in Leading the Family Office and your MBA from NYU Stern, enhance the services you offer through Next Gen Money Coach?
As an angel investor, what have you learned about money and business that you now bring into your coaching practice?
You’re also a certified Reiki Practitioner. How does energy work play a role in your financial coaching sessions?
What are some misconceptions people have about wealth and financial success that you often find yourself addressing with clients?
With the rise of financial literacy campaigns, what role do you believe education plays in financial empowerment?
For those new to money coaching, what’s one piece of advice you’d give to start their journey toward financial wellbeing?
What are the unique financial challenges faced by women, especially among the affluent and ultra-affluent, and how can they be addressed?
How do generational differences within a family affect financial decision-making?
What are the key challenges faced by second and third-generation wealth holders?
Can you discuss the concept of generational money trauma and its impact on families?
How does wealth shape identity and purpose, especially for those inheriting significant assets?
What emotional preparations should families consider when planning for wealth transfer?
What strategies do you recommend for improving financial communication in relationships?
How can affluent families engage younger generations in financial planning and wealth management?

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