What can we expect?
The Financial Coaching Process
1
Dream.
The friendly consultation is just a chance to meet and talk about your dreams and goals. You’ll be asked a few questions to help identify the areas that you would like to focus on during coaching, if you decide that is the next step for you.
2
Decide.
In the first coaching session we get into the planning process and you will begin to see how to leverage your money to make your goals become reality. We look for the root of the problem and launch your journey.
After each coaching session I will give you a custom report - a personalized strategy for what you could be doing with your income and some options to choose from.
3
Act.
If you want, I will walk along side you until you see satisfactory results and are ready to confidently execute the plan without my guidance. The most effective coaching lasts 6-12 months.
What Will Your Results Be?
"I missed 100% of the shots I didn’t take."
- MICHAEL JORDAN
“I no longer feel guilty about spending money each month because I know what to spend it on.”
— MOLLY F.
“We feel confident spending money with purpose. Budgeting and investing finally make sense.”
— JIM & SUSAN P.
FAQs
Do I need to bring my budget to the consultation?
You can if you like. Anything that will help you paint the picture for why you feel you could benefit from coaching will help.
Is there a package for marriage coaching that is not finance related?
Bring this up in the consultation. We can work something out that works for you.
What if I want to schedule one or two sessions and not three all at once?
Individual sessions are billed at the current rate and do not include the first month bonus session.
If I already bought the 3-month package but want to add another three months, do I need to buy it again?
No. You can purchase the discounted add-on package of an additional 3 months of follow-up sessions after you complete the first three months.
