Each financial coaching session is perfectly designed to assist you on your journey to financial stability and financial freedom. At the beginning of the first coaching session we will ask questions based on the preliminary forms you provide and simply listen to find out what your financial status and goals are. We will quickly get into the practical portion of the session where we will discuss development areas we need to focus on to help you achieve your goals. We will then wrap up the first coaching session by reviewing what we’ve learned. Your financial coach will email a recommendation within 24 hours of your session which contains action steps and resources.
Subsequent financial coaching sessions will address the items you desire to focus on, review the action steps from your previous financial coaching sessions and work on the next development areas in your personalized financial plan.