PROCESS – What We Do
Our Financial Coaches work with you to build a strong financial wellness strategy. We help you successfully plan and take action in five strategic areas: Manage, Protect, Borrow, Grow and Transfer.
Manage – optimizing cash flow to meet current needs and to negotiate balance of income & expenses.
Protect – managing the risks of everyday life. We’ll review your current risk management strategy and identify gaps.
Borrow – making sure your financial decisions contribute to building a strong credit risk. This includes paying attention to your debt-to-income and credit utilization ratios.
Grow – Building a reserve for emergencies and personal wellbeing. Learn how to increase your potential for returns through strategic diversification with assistance from a Trusted Investment Advisor.
Transfer – develop an intentional vision of the people and organizations you want to impact in your lifetime and beyond.
PROGRAM – How We Do It
We develop a personal financial wellness action plan for you over a four week coaching program, as follows:
WEEK 1: EXPLORE – we help you clarify the people and things that matter most to you
WEEK 2: EVALUATE – we take a deep dive into your current cash flow and risk strategies to identify obstacles and gaps that are preventing you from living a life you love
WEEK 3: EXECUTE – we create an action plan that prioritizes those things that are urgent, critical and important
WEEK 4: EQUIP – we provide resources, tools and referrals to the expertise you need to succeed long term
Each week includes a 1-hour call, assignments for you to complete and access to your coach via email for any questions that might come up between calls.
At the conclusion of the four week financial health coaching program, you will receive a detailed summary of your results with action items for you to begin building a strong financial wellness strategy designed specifically for you.
Ready to get started? Purchase your Financial Coaching Package HERE and schedule your first session.
Package I – Quick-start 1 hour session – Focus on specific needs/goals $100.00 per session.
Package II – Four-week program – Four 1-hour sessions, assessments and personal financial wellness plan $400.00