What is our Coaching method?
Establish a Relationship
Establish a Relationship
Establish a Relationship
We dedicate time during each session to build a meaningful connection with our clients. We strive to build trust and make a lasting impact.
Analyze Your Position
Establish a Relationship
Establish a Relationship
We determine your financial literacy. The "House-inspection" is designed to reveal whether there are any unknown problems or possible opportunities.
Set S.M.A.R.T Goals
Establish a Relationship
Set S.M.A.R.T Goals
We deep dive into your life and financial goals, and help you restructure your goals and create new pursuant to the S.M.A.R.T method.
Frame Perspective
Create a "One-Page"
Set S.M.A.R.T Goals
We provide ongoing encouragement and honest communication throughout the coaching session. Our goal is to alleviate your financial anxiety and nurture your passion to find financial wellness.
Create a "One-Page"
Create a "One-Page"
Create a "One-Page"
After each meeting, you will receive an email with a "One-Page" snapshot of the session that also provides potential next steps.
Online & Paperless
Create a "One-Page"
Create a "One-Page"
We are completely online and paperless. Your privacy and independence are important to us. Each coach enters a non-disclosure agreement with their clients.