Coaching Plan
Coaching Plan:
Step 1 Schedule an initial consultation. (30 minutes)
Step 2 In the initial consultation we will introduce ourselves and discuss your interests. I will share what coaching offers.
Step 3 Schedule a one hour coaching session. In this session we will:
a. review this month’s budget – needs to be emailed to me before the session. Use this Budget example. Also, please complete, save and email the Personal Financial Snapshot before our first coaching session.
b. define your concern and goals. Determine the result you are seeking.
c. determine plan of action and next steps. You receive feedback in writing.
Step 4 Schedule next coaching session. Most coaching sessions will follow the outline of step 3, until your goals are met.
Please call or email me to discuss other arrangements.
I offer a 3 phase solution in 1 hour coaching sessions.
1. We’ll discuss your situation, financial issues, goals and dreams.
2. I provide guidance that you can apply to meet your goals.
3. If you want, we’ll execute together – discuss progress you have made.
Desired result of financial coaching: More stability and financial peace possible.
Without financial coaching: Continue in the same patterns and situations.
Let’s Talk!
Your first consultation is free.
Use Payment button only if instructed.