Ask about our Financial Resiliency and Covid Coping coaching programs!
Financial Resilience Coaching
Feel at peace with your life goals and confident about your future.
If you are a busy professional committed to embarking on a unique journey of exploration regarding how your values and passion align with your personal finances, this program is for you. Our 6-Month Financial Resilience coaching package helps you feel more abundant by showing you a path forward to financial freedom.
We explore all areas of your financial life—your career and income potential, spending, savings prioritization, debt reduction and elimination, retirement readiness and goals, satisfaction and knowledge of your investments, ability to protect you and your family in the event of an unexpected circumstance, and finally, your legacy intentions. We will educate you and address any money “saboteurs” along the way that prevent you from realizing your full financial potential.
The result—a clear confident path for building abundance in all areas of your life.
This 6-month program includes 12 coaching sessions (two 50-minute private coaching sessions a month) where we will embark on the following:
*Your satisfaction is guaranteed: If you show up and do the work and still don’t feel clarity and ease with your financial life we will refund your money.
The cost for this intensive 6-month program is:
Individuals: $500 a month
2 for 1 deal: Couples $500 a month
Want your spouse to go through financial coaching process with you? We are currently waiving our additional fee for adding your spouse
* Executive Retirement Coaching- Don’t Retire, Redesire...
If you would like to do a deeper dive into your vision of retirement, or what we like to call “re-desirement," contact firstname.lastname@example.org for more information about this in depth one-on-one coaching program. In this program, we will explore your concerns and expectations regarding your next chapter and help you establish a new routine that creates a life of value and purpose
“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”
Do you want to provide more value to your client and ensure that your clients’ financial plans have more relevance and energy?
Financial coaching helps your clients better understand their purpose in life as well as their core values and helps them tackle any saboteurs they may be dealing with regarding their finances.
Our 6-month packages reinforce financial education while addressing emotional issues such as transitions, leadership, crafting a vision for retirement and more.
We work in partnership with advisors to provide holistic life coaching for transitions such as divorce, retirement, death of a spouse, and career changes or promotions.
Provide care and support for your clients’ whole life, not just their money, by providing this ancillary service.
This powerful combination of life coaching and financial education will result in enhanced trust, increased client retention, referrals, motivation and satisfaction as well as allow you to differentiate yourself from your competition and provide greater value for your clients.