Coaching
Our coaching program is the glue that holds everything together. It is a vital element to helping our clients understand and apply sound financial principles. Our clients receive the encouragement and training they need to reach their financial objectives.
Each client is assigned their own personal coach. Their coach will teach, motivate, encourage and hold them accountable. The coaching sessions are tailored to the needs of the client and are provided on a monthly basis. The client has access to the coach while they are on the program.
Many of the coaching sessions are designed around the 9 Steps to Wealth Course.
The following are examples of a few of the coaching sessions a client could recieve:
Developing a Financial Philosophy that really works
In this session the client will learn what they value, what is important to them financially. They will then set financial goals based on these values.
Preparing a Spending Plan
In this session the client will set up a spending plan that is in alignment with their financial goals and values. In this plan they will categorize their expenses and determine how much money they will apply to theses categories. During enrollment into the Financial Freedom Education and Training Program they will receive an initial Spending Plan.
Tracking your Expenses
In this session we review the clients expenditures for the month. We answer any questions they may have had while tracking their expenses and we encourage them to continue tracking their expenses.
Mortgage Analysis
This session serves one of two purposes. To help prepare our clients for home ownership or to help teach our clients how they can pay their home off faster.
Credit Score Review
In this session we pull the clients credit and evaluate it. Checking it for accuracy and scores. If there are inaccurate items on their report we teach them how to dispute these inaccuracies. We also teach them how they can increase their scores.