Everyone’s experiences and issues with money are unique, and so the process of money coaching will be different for everyone, especially with regard to timelines.
There is a general flow to the process, however. Some similarities for each client’s process would be the following:
Talk about specifics of your situation, where you are with regard to your finances and sense of security and ease in your life, why you are seeking clarity and assistance.
Discuss your dreams and vision for your life, and what it will take to get there.
Create a Plan
This will be a unique, doable plan completely in line with your needs and goals.
Gain Clarity and Shift Money Habits
Use the Spending-Earning Plan/MoneyMinder® System to identify and shift money patterns, bring awareness to unconscious spending patterns, and move toward goals.
Discover Money’s Impact
As you start to see this powerful process in action, you’ll discover how money affects all aspects of your life, and you’ll start to see new options, new ways of thinking about choices.
Develop Peace of Mind
By creating a healthier relationship with money on several different levels – practical, emotional and spiritual – you’ll feel a new sense of expansiveness and calm.
Money coaching can be done with individuals, couples and for small businesses. This work can be done in-person or on the phone.