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Define Coaching
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Define Coach & Client Relationship
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Answer Questions
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Welcome Packet
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
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Final Check in with Client
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Congratulations On Transformation
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Goodbye Packet