How Does Financial Coaching Work?
Step One - Clarity
The first step is to gain clarity where you are in your financial life. This is called a financial snapshot and we look at your income, savings, spending, debt, etc.
Step Two - Dream
What do you want your financial future to entail? Here, we explore your personal money story and financial snapshot. This understanding will provide a better picture of - You.
Step Three - Design
Third, we design the realistic future you would like based on attainable dreams and goals. Along with the steps to get there.
Step Four - Build
This is where you put the practice to work. You will save enough money for short term needs, emergency situations, and long-term needs.
Step Five - Thrive
Not just living - thriving. Not living paycheck-to-paycheck - thriving. You will have the skills and expertise to continue making wise money decisions and build generational wealth.