Coaching, in general, is about taking action, moving through obstacles and achieving results.
Sudden, large sums of money creates a unique situation, sometimes requiring swift action, but always calling for careful planning.
My Financial Coaching services include:
- Life Coaching – Helping you to create vision for your new life.
- General Coaching – Guidance through all the relationship issues that may come up.
- Support as you take each step toward getting your personal business matters in order.
- Personal Business Organization
- Bill Paying
- Checkbook balancing
- Hiring a bookkeeper
- Budgeting and cash flow planning
- Financial Service Provider Introductions and Follow-Through
- Financial Advisors
- CPAs
- Attorneys
- Insurance Professionals
- Realtors
During our initial meeting, we begin by taking stock of where you are and then determine what services are needed and/or wanted. We’ll prioritize the action items and work through each item one at a time. To see results, I ask for a three-month commitment where I expect that you and I will spend a minimum of two hours per week working through our action plan. I’ll be there each step of the way, helping you through the implementation of each action item while holding your hand through every decision that needs to be made.
Think of me as your personal security blanket.
If you could use a financial security blanket, someone to be on your side, please send me an email.
