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The Coaching Process   

Financial coaching is not an event, it is a process.  Changes will have to be made--
in both your lifestyle and your financial habits.  If you do the same things you have always done, you will get the same results you have always gotten: debt.  During the process, you will have the support and encouragement of your coach for three months.  Adjustments will be required throughout the process for you to reach your
goal of Financial Peace.

Here's the Process:

  • No Charge Consultation (30 minutes)

This time is for you to share your financial situation and your goals.  Your coach will also explain the process and the benefits of financial coaching.  If you agree that coaching will benefit you, we will schedule your first coaching session within a week or two.

  • Session One (2 hours) - Foundation and Base Strategy

Your coach will review your financial data in detail and teach you the principle that will be the basis for your plan.  This session will also include discussion about developing and evaluating your budget, the resources available to you and your goals.  We will begin forming a strategy to meet and exceed your goals on your timeline.

  • Session Two (1 hour) - Continuing Improvement and Strategy

Your coach will meet with you approximately one month after your initial visit to continue "fine-tuning" your plan, and to ensure you stay on track with your goals and desired outcomes.

  • Session Three (1 hour) - Continuing Review

Your coach will meet with you at the end of your 90 day session to review and adjust your plan as necessary.

  • Follow Up (3 months)

You will receive access to your coach by limited e-mail and phone calls for 3 months after your first session.

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