Who is Money Coaching For?
Money coaching may be right for you if…
You earn a good paycheck but have no idea where all your money goes each month.
Feel stuck in a rut with opportunities passing you by because of your financial situation.
You feel like your financial situation has gotten away from you and you need to get back on track.
Know what you need to do but somehow never seem to be able to get your finances in order.
Need someone to hold you accountable for accomplishing your goals.
- Three months
- One get-to-know-you phone call (30 minutes)
- One road-map phone call (1 hour)
- One-on-one weekly 15 minute check-ins
- 1/2 way there check-in (1 hour)
- One closing phone call (15 – 20 minutes)
- Templates! Don’t worry, I will help you use them.
How it Works
- Apply! The first step in the process is to submit an application. This will give me a sense of what you would like to achieve within the next three months. The application is 100% free and does not obligate you to participate in the program. Once your application is approved, we can schedule a quick get-to-know-you phone call.
- Get-to-know-you phone call. This is also 100% free and an informal way for us to meet to discuss your situation, ask me questions, and see if we would be the right fit for one another. Coaching can begin as soon as the next day!
- Road-map call. After our get-to-know-you call, we will hop on another call to create an action plan to help you achieve your goals! The road-map call is our opportunity to discuss things like where your money is going, finding ways to save, brainstorming how to make more money, creating a budget, and identifying your values and what makes you the happiest.
- Weekly check-ins. Each week, we will have a 15 minute chat to see how everything is going. Feel free to ask me any questions, discuss road-blocks, accomplishments. We will see if there are any parts of our plan that need to be adjusted.
- 1/2 way there check-in. Congratulations, you are half-way to achieving your goal! We will have a longer check-in to see what is working and what needs to be tweaked to make sure you can push through to the end!
- Closing phone call. You made it! Congratulations on achieving your financial goal. Our closing conversation will wrap-up coaching. Feel free ask me any questions and let me know about your experience in the program!