Personal Wealth Coaching

1:1 Tailored Wealth Coaching

How Do You Know If 1:1 Coaching Is Right For You?

1:1 Coaching is ideal for you if:

  • You are tired of saying “next year” I will reach my financial goals because you are not following through on your plans.
  • You feel like you don’t understand enough about finances
  • You feel like you could never create wealth because every month you have more month at the end of the money
  • You need accountability to keep you on track and moving in the right financial direction.
  • You are ready to increase your financial portfolio and be intentional about building wealth.
  • You’re not sure if what you are doing currently is getting you the best results and you need some insight or guidance.

What Stage of Your Financial Life Are You Currently In?

STAGE 1: NO CONTROL

Your in this stage if…

You are making money. However, you are in debt, cannot stick to a budget, have little or no savings and debt is controlling your life.

You probably feel….

Worried about your future, burdened, helpless, in over your head, mentally & emotionally exhausted and its painful or scary to look at your bank account.

STAGE 2:CONTEMPLATION

Your in this stage if…

You are in the process of paying down your debt, mastered sticking to your budget and building up your Security fund.

You probably feel ….

That paying down your debt is taking rather long and you’re contemplating whether there is a more effective and efficient way to do this. You want to get results faster so that you can begin using your money to increase your financial portfolio instead of pay down debts.

STAGE 3: ACCELERATION

You are in this stage if…

You are out of debt (except your mortgage), investing for retirement, investing on your own for a specific goal or both.

You probably feel ….

You are in a good position financially. However, you want to make sure that you are taking the right steps to ensure that you will be able to retire and maintain your standard of living successfully.

NOTE:

Some people fall somewhere between stages 1 and 2. These are the people that have the money to wipe out their debt and invest, but haven’t wiped out their debt or started investing because they want to make sure that they are making the best decision for their money.

How Can Wealth Coaching Help You?

Wealth coaching is important to help you to identify areas in your wealth building process that may be slowing you down or completely sabotaging your financial growth. Identifying these areas early on can make the difference between where you want to be and where you don’t !

We will do a deep dive into what you need to know in order to make informed decisions that are in alignment with your ultimate goals. For most that goal is financial freedom. Maybe you can’t quite see financial freedom in your future, but you would like to create some breathing room to be able to save for now. Maybe you just want to know that you are on the right path financially. Maybe it’s all the above. You will map out your financial blueprint to success based on your own unique needs and goals.

10 SESSIONS

I want to help you create lasting results through awareness, perspective and creating new habits, so that when the program is complete, you can make financial decisions with confidence. These 10 weekly sessions will allow us to make some noticeable financial changes to set you on the path to realizing your goals.

Depending on where you are in your financial journey, you may want to continue to work with me for consultation and support. That option is most definitely available after our 10 sessions. I look forward to working with you and guiding you as you make decisions that will not only have an impact on your financial future, but your legacy. (whether that be your children or your contributions to the humanity and the world)

ACCOUNTABILITY

If having specified knowledge was all we needed to be successful, everyone would be. Having the RIGHT knowledge is winning half the battle. Execution is the other piece to your success. We will do periodic check-ins, in addition to our weekly sessions to make sure that you are on track and completing the task for that week and answer any questions that may arise after our sessions.

Working with a competent coach that understands the wealth game can make a huge impact on your financial future.

What’s Next?

Let’s see if we are a good fit for each other. I hope we are! Unfortunately, I can only work with a few clients at a time, even though I would love to help everyone. After submitting your coaching application, we will hop on a 15- minute zoom call to discuss your situation.