30 min
THE COACHING PROCESS
Order is Important
My coaching process is much like the nursing process that I learned in nursing school. It's abbreviated ADPIE and stands for Assessment, Diagnoses, Planning, Implementation, and Evaluation. This is cyclical process so when it is completed, we repeat to create further progress.
​
For financial coaching it will look like this:
Assessment - Discuss your financial situation, struggles, and strengths
Diagnosis - Identify areas where coaching could help you succeed
Planning - Create a plan for making those changes
Implementation - Complete coaching sessions focused on making those changes
Evaluation - Discuss progress and challenges and adjust as needed
COACHING CONTENT
​
Coaching Focuses on You
The content of financial coaching will vary by the person, but there are some common themes.
​
Budgeting - Learning to create, utilize, and stick to a budget that has spaces for wants and needs
Debt Pay Off - Identifying all debts and creating a realistic plan to pay them off
Saving - Creating savings for emergencies and priorities such as kids college, home purchase, and retirement (investment advice is beyond the scope of a financial coach)
Money Mindset - Challenging views about scarcity, needs vs wants, shopping to relieve stress, and contentment
Money Partnerships and Accountability - Finding accountability for spending for singles and married couples. Identify trends in handling money including challenges with those trends.
​
​
IT'S TIME FORÂ A CHANGE
It's time to decide it you want to keep doing what you are doing or are you ready to try something different?
Working with a financial coach will empower you to make positive changes in your own life.
WHAT IS A FINANCIAL COACH AND WHY WOULD I WORK WITH ONE?
What is a Financial Coach and Why Would I Work with One?
Think of me as a life coach, but for your money. I empower clients to make lasting changes through education, encouragement, and providing perspective. I won't tell you want to do, but will help you clarify your own priorities then work with you to create a plan to reach your financial goals.
Here are some challenges I can help you address: getting out of debt, living paycheck to paycheck, emotional or impulsive spending, feeling stressed about money, and money fights. Ignoring money problems tends to just make them worse.
No one is born being great with money, it is a skill you can learn and master! Let's schedule a call and discuss how I can support you!
ACHIEVE YOUR GOALS
Working with a financial coach can help you eliminate debt, save money, and change your relationship with money. Â If money has been stressing you out, it's time to get some help and meet your financial goals!
DISCOVERY CALL
Book a FREE Discovery Call to learn how working with me can help you gain control of your finances.
Join me for a free call to discuss your financial challenges and how I can help you end money stress and get back to the life you love.