Our Coaching Process

We take an Agile approach to Financial Coaching 

As your financial coach, my job is to help you define clear goals and create a specific, manageable plan to accomplish those goals. I provide information about personal finance and give guidance around situations you may be facing, as well as share tools to create behavior patterns that will allow you to find financial peace in your life.  Yes, knowledge is power, but applied knowledge is real power for real change.  We help you not only learn more about how to manage your money, but how to apply it to reach your goals.  

Complimentary Discovery Session

The first thing we need to do is to understand your story. We'll start by diving into your financial journey so far. We want to know your background, your money habits, and any challenges you've faced along the way. Most importantly, we want to know your WHY.  Why are you seeking financial coaching and financial peace?  The more we understand your unique story, the better equipped I'll be to guide you towards the right solutions.

'PI' Planning - Personal Insight Planning

Together, we'll articulate your short-term and long-term financial goals. Whether it's paying off debt, saving for a down payment on a house or car, or retiring comfortably, we'll lay it all out on the table. Clarity is key to success!  We'll take a hard look at your current financial situation – income, expenses, debts, savings, investments, you name it. This honest assessment will be the foundation for building a solid financial plan.

Create Your Roadmap to Success

We'll work together to create a budget that fits your lifestyle and aligns with your goals. Remember, a budget is the roadmap to your financial destination!  Then with all the information we gather, we'll create a personalized action plan for you. It will outline step-by-step how you can achieve your financial goals and put you on the fast track to success.  What happens next is all about accountability.

Work the Plan and Sprint Towards Achieving Goals

This is where the rubber meets the road, and we dive into action to turn your financial dreams into reality!  You'll learn practical money habits, and we will track progress.  We'll adjust the plan when needed (life really does come at you fast), and inspire and coach you to stay on target, focused, and disciplined.  We will continue to grow your knowledge and confidence in your financial prowess!

Regularly Retrospect and Adjust 

Retrospectives are like taking a magnifying glass to your financial journey, helping you learn from the past and supercharge your future success!  Here we celebrate wins, what we could have done better, identify impediments to progress, and give a laser focus over the next cycle to mitigate just one or two of those impediments.  This gives us continuous improvement over time, helping us get better and better, and closer to your goals and dreams.

Embrace Financial Peace

Ultimately, our goal is to help you achieve financial peace. No more money stress, no more living paycheck to paycheck. We want you to experience the freedom and peace that come with being in control of your money.  Depending on your situation, this may happen soon, or it may take a while.  It may happen while you are still in a coaching relationship with us, or it may happen afterwards as you use your newfound knowledge, experience, and confidence to continue to follow your plan and reach financial peace.