Financial Coaching Process

Financial coaching is not an event, but a process.  There are some changes that have to take place in order to really “win” with our finances and that does not happen in one visit.  During the process, you will have the support and encouragement of your coach – for six months.  There will be some evaluations and adjustments to your plan throughout the process – the ultimate goal is financial peace and healthy financial habits.  Here is how it works:

Free Consultation – 30 minutes

• During this meeting, your coach will listen to your financial situation and seek to understand your goals.  After this session, you will have a much better understanding of how a financial coach – with the heart of a teacher - can benefit you.  After this session, if you agree to financial coaching, we will schedule our first financial coaching session which lasts from 2 – 2 ½ hours.  You will be given some documents to fill out and will get an explanation of what is needed to bring for your first session.
  
  

Initial Counseling Session – 2 – 2 ½ hours – Foundation and Base Strategy

• Gather your financial information into our analysis tool
• Teach you the Principles to form the foundation of your wealth-building plan.
•  Evaluate and develop your budget, resources, goals, etc.
• Begin forming a strategy to meet and exceed your goals on your time frame.
•   Initial, specific action items will be outlined for you to begin right away.  
  
  

Session 2 – 1 hour – Continuing Improvement/Strategy

• Approx. one month after your initial visit to continue "fine-tuning" your plan, ensure you stay on track with your goals and forecast desired outcomes.
  
  

Other sessions as needed

• 6 total months of advisement to ensure you're accountable & on track to meet your goals.  After your first two sessions, your coach is available to talk or meet with you over the remaining months of your coaching package.  Just pick up your phone or drop us an email!