All Coaching Includes The Following:
What to expect
What follows here is a typical coaching relationship. We recognize that each client may have specific needs and requirements and we will work with you to customize this process to ensure those are met.
Initial contact
After we receive your contact information, we will schedule a 30 minute consultation. During that consultation we will work to better understand the higher-level details of your situation.
First meeting
Progressing from the phone consultation, we will schedule a two hour face-to-face meeting with you* in our office. We will send you a packet of information to complete and return** prior to our meeting. The information in the packet will include a detailed summary of income, expenses, savings and debt. At our meeting we will get to know you better. We will work through the data provided in the information packet. We will work with you to understand your goals and help you identify actions and options to help you achieve those goals.
Moving forward
Coming out of our meeting we will provide you a detailed summary of our discussion and our suggestions and recommendations.
Follow through
After our initial meeting, our commitment is to follow up with you for three months. We are available by both phone and email. Should it be necessary we will schedule an additional hour long face-to-face meeting, up to once a month during that time.
* married couples must attend and participate in the consultation meeting together. We strongly believe that both spouses must be involved in family financial decisions. If your spouse will not participate we recommend marriage counseling as typically financial issues are not the problem but merely a symptom of the problem.
** the information packet must be returned to us a minimum of 48 hours prior to our consultation. If we do not receive it in time, we will have to reschedule our meeting.
Services listed:
Pre-Marital and Young Couples Financial Coaching
Starting Point coaching will help you strengthen your marriage early.
Budget Coaching
Target Point coaching helps you define your financial goals and develop a plan to achieve them.
Wealth Coaching
Tipping Point Coaching will point your legacy planning in the right direction.
Crisis Financial Coaching
Turining Point Coaching brings you hope and encouragement with an individualized coaching plan.
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