The Coaching Progam
How does the process work? Let us guide you every step of the way. Our approach is systematic and thorough, ensuring every aspect is covered to foster real progress. It starts with understanding your unique situation, followed by a detailed diagnosis, goal setting, and prioritization. Then, we create a personalized financial action plan. Regular follow-ups and check-ins are an essential part of the process, ensuring ongoing support and accountability.
The Short Program
Time
Short means 1 hour of coaching and any follow through needed to accomplish completing the Financial Action Planner.
Service
Initial Understanding, Diagnosis of current situation, Goal Setting and Prioritization, Financial Action Planning. Education and Replanning available.
Communication
Email, Video Conferencing, and Voxer Voicemail Service available through coaching program.
The Long Program
Time
Long means 2 hours of coaching, 30 days of follow up on Financial Action Plan, and monthly check-in's with follow up for 90 days.
Service
Initial Understanding, Diagnosis of current situation, Goal Setting and Prioritization, Financial Action Planning. Ongoing follow up, education, and program modification.
Communication
Email, Video Conferencing, and Voxer Voicemail Service available through coaching program.