Financial Wellness Coaching

Individual Money Coaching • Small Business Coaching • Seminars • Group Coaching Circles

Financial Wellness Coaching 2018-01-29T17:00:27+00:00

The Core Process
The initial process consists of four one-hour sessions in which we explore your relationship with money. This process will help you to understand your underlying patterns and behaviors around money. From here, we move forward to see how those patterns are manifested in your life today and how they are impacting you personally and financially.

The Money Coaching Process is highly experiential and during these sessions you will learn how you are “hardwired” around money in ways that are generally not fully conscious. By the end of the fourth session, you will have a clear understanding of your core money patterns and their origin and can begin to work on your “Financial Action Plan.”

A successful financial plan begins on the inside and works it’s way out to the material world.”

– Deborah Price, Money Magic

Financial Action Plan
After completing the Core Process, you will be ready to create your personal wealth plan.  This program includes five one-hour sessions and is customized based on your individual needs.  Whether it’s getting out debt, saving or simply alleviating your financial stress, this in depth coaching platform ultimately provides you with a road map to financial independence.

The journey to financial independence begins with an understanding of your current net worth and expenses.  We will take a comprehensive look at your present financial position with a clear awareness of your core money patterns as revealed in The Core Process.  We will then dive into your dreams for the future and produce a decisive and goal oriented personalized financial plan.  Using this complete understanding of your past, present and future dreams, we will construct the blueprint to your financial independence and begin the journey of implementation.

” Every man is the architect of his own fortune”

 – Sallust, speech to Caesar, first century

The Alliance Program
The Alliance Program includes 9 one-hour sessions and combines The Core Process with the Financial Action Plan.  This is an all-encompassing powerful coaching model that combines practical financial guidance with sound coaching principles to help you to deeply explore, understand and transform your relationship with money.  Through a proprietary step-by-step process, you will acquire a deeper understanding of the unconscious behaviors, patterns and beliefs that create stress, anxiety and fear.  You will acquire a thorough understanding of your financial truths that will empower you to build the road map to the financial future that you want.

A La Carte Coaching and Accounting Services
I am committed to working with you on an on-going basis and consider ourselves partners in your success.  You may want an accountability partner in the implementation of your financial wellness plan.  You may also have specific financial concerns that you would like addressed.  On-going support and coaching programs are designed to your needs. This can be accomplished in a series of weekly or bi-weekly sessions to help you implement the changes you desire.

  • Financial Analysis
  • Goal Setting
  • Daily Money Management
  • Quickbooks Assistance
  • Expense Tracking
  • Budgets & Forecasts
  • Debt Elimination Plan
  • Retirement & College Planning
  • Tax Planning
  • Motivation and Time Management
  • Bookkeeping Services

GENERAL INQUIRIES

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