Financial coaching is similar to other kinds of coaching in the sense that it is not as simple as going home, reading a book and then doing a list of things.
It is a process of changing habits, attitudes and thinking over time. Our goal is to share financial wisdom that leads to changes in daily habits that lead to personal growth, freedom and hope. Our goal is to share knowledge with people to help them see what are areas of success and what are opportunities for personal and financial growth. Then we help them put together their own goals, plan and action steps to win, be successful, and prosperous.
Free one half hour coaching session:
The session can be in person or over the phone. During this free session we discuss and help you prioritize your immediate financial needs. We will give you tools to help you put together a spending plan and list all of your debt, income and assets. If you think our services are right for you, you can schedule a Basic Financial Coaching session to put together your plan.
Two to Three hour Initial Coaching Session
Most coaching sessions take two to three hours of meeting one-on-one. At this session we will:
- Gather and review financial data
- Establish the clients Goals and Priorities
- Build a foundation of principles
- Analyze your financial information together based upon the above principles
- Develop a plan of action to take
- Verbalize and review our action
- Provide a written follow up plan within a week
One hour follow up Coaching Session within six weeks
We sit down to discuss how the plan is working, what changes have taken place, and how your needs and priorities have been addressed.
Email & phone follow up:
For the first three months after our initial meeting, we will be available, within reason, via phone or e-mail to support you in your quest for financial freedom or to answer any question you have concerning your financial plan.
A Few Rules
- All married clients must both be in attendance for all coaching sessions.
- All cancellations must be made within 24 hours of the appointment.
- All paperwork must be returned to our office two days prior to our initial coaching session.
- Everything we do and say is strictly confidential.
- All fees are due upon receipt of services.
- We do not take credit cards.
- We are here to meet your needs. If we do not serve you in the manner in which we have agreed, we will refund all of your money. This program works if you work the program.
