Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
You are special... just like everyone else.
You are the only one that knows what worries you today or what concerns you about retirement. Identifying your priorities is the first step in developing and executing plans so that you can sleep better at night.
During the Initial Consultation we'll determine if my background aligns with your unique coaching requirements. I can help you avoid the stupid mistakes I made and am in no position to judge your situation. As a coach, I will show you how to research and decide on your plans and may refer you to others for specific investment/legal advice.
My one hour coaching sessions will focus on 1-3 detailed areas that are your current priorities. We will collaborate to develop short term and long term goals for those areas. You will decide what actions to take and when to follow up with the next coaching session. As our relationship grows, the sessions will be less frequent. There is never a commitment past the next session.
The purpose of the initial consultation is to determine if you will receive value from my coaching sessions. Each consultation is different as everyone is at a different point in their financial journey and has different visions of where they want to be in the future. The one hour interactive session is basically divided into four sections:
1) Discuss my background and clarify my coaching philosophy.
2) Discuss your current financial situation and vision for the future.
3) Identify areas that align with your vision and my coaching.
4) Determine if you see value in scheduling a coaching session based on pricing discussed.
There is never any commitment to have a coaching session and there is not an expiration date on the consultation. You can wait as long as you need to schedule a coaching session.
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