Money Coaching - Why Start Now?

No matter your position, place and status in life, we can all use a bit of money coaching. While I am not a financial advisor, accountant or otherwise credentialed financial professional, I do spend a tremendous amount of time studying personal finances, earnings, expenses and how to improve upon all of this. Income, expenses, credit, savings, investments, and everything that revolves around it is a key component to living a good life, in the modern world.

Money flows like water, and is abundant as the blooming flowers in the spring. Tapping into that abundant nature and flow is one of the most life changing shifts you’ll ever experience. Financial or money coaching with me looks like:

1. Talking about money, openly, honestly and in full confidence. Money is a scary topic for too many, yet it’s just another source of energy and way of life. We’ll get a grasp on any emotions you have around money and work on small, achievable changes to get you to a very comfortable and confident place.

2. We’ll assess where you currently stand, by taking account of all of your accounts, income, expenses, savings and debts. This is simply a tactical exercise, to get everything into one place, to complete the majority of the puzzle most are afraid to look at.

3. Once we have the basics of the foundations (your feelings, beliefs, emotions and current financial standing), we’ll next dive into what changes you want to make, in order to move forward in your financial and money journey. We’ll make a strategy and plan from your dreams. (I don’t like the term budget, it carries too much weight and negative connotation for most, and conveys restriction and harsh discipline, not abundance and freedom like we are working towards!)

4. We’ll set goals and a foundation in order to achieve those goals. Whether it’s saving your first $1000, or buying a business, we’ll work on your individual plan and goals.

5. We’ll maintain regular check-ins and communication on where you stand, how you’re doing, and how you’re feeling with your new strategy and plan.

All of this will look different for each person, it’s not a formulated box to fit into. Each person’s income, needs, dreams, desires and wants are different. What may feel right to you, may look insane to me. We’ll prioritize what makes you happy in life, and talk about ways to increase your income, if that’s a need. We’ll talk about YOUR experience and work together to create a strategy and plan that you are comfortable and confident with. I’m not a fan of cutting out lattes or avocado toast, if that’s what you love. I am a fan of trimming costs that don’t bring about happiness, like unused subscriptions and unhealthy fast food, if that is a factor.

Ready to get started?