Step 1: Book your30 minutes “Q & A session” to meet and talk about your goals. This free session is intended to answer any questions you might have about your coach, the company or the coaching itself, but more importantly, this time will help us understand what you are looking to get out of the coaching. This session is also to evaluate if we are ready to start working together!
Step 2: When you are ready, the next step is to book your “360° session”. This 2 hours session is intended to give your finances a complete overhaul by:
Identifying your current financial situation including key challenges and priorities
Discovering your financial goals and generate an action plan to achieve them
Designing a savings strategy and a debt-payoff strategy, in case you need it
Gaining confidence with your money
Before this session, we both have some work to do to get the most out of the time we have. Once you book your “360° session”, you will receive an email with 2 documents (a questionnaire and an income/expense spreadsheet) that you need to fill out and send to your coach 2 days BEFORE your session, which is the necessary time for us to analyze your current financial situation. Anything that is discussed during this session will be under a strict non-disclosure confidentiality agreement.
Step 3: After your “360° session” you can choose to continue working with us and we will tailor a personalized program for you, to make sure that all your financial goals are achieved within a specified schedule.
