What Exactly is Financial Coaching? Do I really need it?
Reaching out with a question to get help is such a brave and hard step. Sometimes it is a short simple question and other times you need to explain about the situation and what is really going on.
I find it so much easier to discuss things face to face or via zoom, which is why I offer a no pressure, no sales, complimentary 30-minute discovery zoom session. In fact, I never accept a new client until we have a had this first step to get to know one another and chat a bit.
I don’t believe in get rich quick schemes – only hard work, adding value, and serving my clients with excellence, consistency, and results. I want to help you move the needle in your financial goals.
The 7 Step Process
1 – Emergency Security
2 – Be Debt-Free
3 – Become Prepared for the Worst
4 – Invest in Retirement
5 – Your Children's Future
6 – Pay Off Home EARLY
7 – Build Wealth and Give
My Approach to Coaching
My approach to coaching is deliver white glove service to my clients. First, we have a complimentary discovery session so I can get to know you and your situation.
After you sign up for coaching you will be given access to the Coach Connection Accountable Library and sign up for seven sessions. If you want to continue with coaching, we move on with Growth and Accountability sessions.
Many of my clients have been with me for several years and like to continue with a quarterly check to make sure they are still focused on their goals.
Speaking
I have been a keynote speaker at the International Financial Coach Connections workshop as well as Wealth Builders Conference.
I can create a unique keynote catered to your companies needs
- Women and Money
- Finding your why
- Budgeting Basics
- Dumping Debt
- How to teach your kids about money
- Stop the Money Fights
Teens
Full time Master level financial and life coach with interests in speaking, teaching, and coaching. Master’s degree in curriculum writing, 20 years of teaching AP Social Studies classes, and certified Social Studies Composite Teacher for 6-12th grade.
After working with dozens of clients to get them out of debt, one of the common frustrations heard is I wish someone had taught me this information earlier.
This class is our reaction to this pain point of our clients, so that future generations struggle less and succeed faster.
I Also Give Hands-On Workshops & Talks
The following classes are available, or I can customize a class for your business needs.
- Teens and Money
- Muffins and Money
- Financial Peace University
John Maxwell Courses
- Everyone communicates, few connect
- Becoming a person of Influence
- 21 Irrefutable Laws of Leadership