• Define Coaching

  • Define Coach & Client Relationship

  • Answer Questions

  • Welcome Packet

Choose Session:    3 Months   or   6 Months

Step 1:  Determine Your Financial Situation & Develop Your Financial Goals

Step 2:   Identify Actions You Have Taken & Alternative Options

Step 3:  Discuss: Life Situations, Economic Situations & What Your Values Are

Step 4:  Create & Implement Your Financial Strategy

Step 5: Review Progress, Revise Plan, Work Together To Reach Financial Goal

  • Final Check in with Client

  • Congratulations On Transformation

  • Goodbye Packet

Final Session