Benefits of 1:1 Coaching

• Create scheduled time to focus on up-leveling your finances

• Reduce stress and increase confidence around spending, saving, and investing decisions

• Someone to help you take what you are already doing, and make it more efficient

• Stop “winging” and actually have a game plan you feel excited about

• More mentally and systematically prepared to handle the various “surprises” life tries to throw at you

• And last, but certainly not least, feeling more financially secure. Not because all the sudden have buckets of money (although that’s nice when you get there), but because you are learning to confidently navigate life’s financial decisions

What Now?

Take the first step

Book a Brainstorming Q&A

Whether you are wanting to be more strategic with your money, pay off debt, or save for a financial goal, we will use this time to uncover your starting point and decide what service or professional would best help you with that. This is also a great session for those who want to do more with their money, but might not even know what that means yet. They just know what they are doing now with their money is’t fulfilling for them.

• Explore your goal and why it’s important to you. Deepen your buy-in and commitment to achieving your goal.

• Have an opportunity to ask questions about my process and discuss the benefits of working with me.

• Take the first step for putting motivation behind your money.

1:1 Coaching Phase 1

Clarity and Organization

A key piece to making confident financial decisions and mapping out the correct sequence of money moves is knowing your numbers and understanding your current spending and saving habits. If I my coaching fits your needs, we will start with gaining clarity and getting organized with your money. Together we will:

• get all your financial data out on the table. Using that information, we will construct a picture of where you are currently at and how your current circumstances are impacting your goals if you continue on the same path.

• We will discuss what you like or don’t like about this and compare it to your immediate, short-term, and long-term goals highlighting the steps you need to take to achieve your top money goal.

• We will discuss strategies and how your mindset and habits could be impacting your ability to start or maintain progress towards your goal.

  Phase 2

Empower Y-O-Urself

Strategic Cashflow Management

Let’s Get Really REAL here for a minute…. budgeting SUCKS! But you know what doesn’t…. Spending money on things that are really important to you.

Writing your monthly income and expenses down on a piece of paper (or financial software) is only part of the process it takes to manage your finances. Instead of looking at a bunch of numbers that don’t really illustrate what is going on with your money, let’s create a systematic process of spending intentionally to create money left over in each pay period and prioritize what’s important to you.

• Customize your base management system for planning and tracking to organize your money and help reduce the stress of day-to-day money management

• Implement a banking flow so you know how, when, and what accounts you are using to fund your expenses, fun, and goals.

• Know your numbers so you can create realistic steps and target dates for reaching your goals.

One of the hardest parts of trying something new is that it’s new to you, but you NEED to take action to see results. AND… mastering this new process can take time and some level of trial and error. That’s why coaching can be so powerful during this phase because I am here to walk with you through those first days so there is less trial and error and more progress.

Phase 3

Up level Y-O-Ur Life

After you build confidence in your process and consistency with your money, I’ll coach you through deciding how to best use your extra money, “cashflow” from each paycheck to build the life you desire. We’ll spend time learning and customizing proven strategies to your unique needs. Then we’ll map out the strategic money moves and target dates. This is when I will ask you to dream bigger and help you turn those dreams into tangible goals, and goals into reality.

Phase 4

Continued Support, quarterly or semi-annually

Support sessions for accountability, review other key areas of planning, make refinements to your system or plan, address roadblocks, and celebrate your achievements.