Financial Coaching is about educating, empowering and being an accountability partner!
Consultation
To ensure you get the most out of this service, our method is to have an introductory conversation to get acquainted with one another so we can identify the root causes and understand how to best work together. In addition, we will lay out the most pressing financial issues you have and discuss pricing options including what financial goals you want to accomplish. This discussion will pave the way for what our coaching sessions focus on.
1 on 1 Coaching Session
Whether we meet in person or virtually, this is the heart of the service we provide. It’s an in-depth discussion and workshop designed to not only dissect your stated financial goals, but also create proposed solutions. This is rich with candid discussion, learning, behavioral coaching and relationship building.
Formal Review
24-48 hours after your session, you will receive a formal write up of key notes and proposed solutions to the priorities we focused on. This will also include suggestions for coaching session follow ups if necessary.
