What is financial coaching? Unlike Financial Advisers, financial coaches do not sell investments, insurance or other financial products. Financial Coaches consult on a flat fee basis and can easily show you how our service will more than pay for itself over a short period of time.
What is financial mastery? It’s a way of life where you are controlling your money instead of it controlling you. It’s learning the money habits needed to live within your means and helps you answer the following questions:
How can I control my monthly cash flow?
How much insurance do I need: home owners, auto, life, disability, health, etc.?
How can I protect my home when I’m having trouble paying mortgage?
Will you be able to retire comfortably? You will receive retirement projections based on your goals for the future, developed with our help.
How can I live a more financially fabulous life?
How can I mastery my money? Financial coaching is not therapy -- it is partnering with clients in a thought-provoking and creative process that inspires financial success. Our clients are able to unleash financial strongholds, reset their mindset and bring real change to their lives, resulting in less stress and more control over their money.
What is the 90 Day Income Mastery Program? The Income Mastery Program provides a proven process to get spending under control, create a plan to eliminate debt, resolve any current crisis, and teach you how to build a secure financial future. Upon completion, you will have the knowledge and skills that will help you achieve your financial goals despite your financial experience, circumstances and realities.
First 30 days:Intake & orientation:
*Exploration of your short and long term financial goals
*Creation of Financial Game Plan
Next 30: Elimination & Assessment
*Analysis & Discussion of money management.
*Strategy Session based on findings
Final 30:Motivation & Celebration
How do I get started? You must first complete an application and schedule a fifteen-minute appointment so we can learn more about your finance and how we can help you. Once we decide to work together, our customized sessions (over the phone or Skype) will cover mindset, clarity, actionable spending plans, debt elimination solutions, financial goal setting to live your dreams and so much more. If interested, please request an application at email@example.com.