How Does Financial Mentoring Work?
I keep this process simple. First, reach out for your Free 15-minute Introductory Call. During this call we will briefly discuss your financial goals and the mentoring process. You will also receive some basic financial and budgeting paperwork. This paperwork can will provide a big step forward in achieving your financial goals more quickly. At the end of this introductory call we can determine if you want to proceed to the second step, a 1-hour Discovery Session.
At the Discovery Session ($25) we will review your financial paperwork and walk more deeply into your financial path and begin to outline your personalized mentoring process. You are not committed to future mentoring when you sign up for the Discovery Session. The goal of this session is to identify your first steps so you can begin to see your bright financial future and put a realistic timeframe to it.
When you do work with me as your financial mentor, we meet monthly for 60 minutes to assess your current situation and identify your next action steps that will move you toward your goals. In each session, we track your progress to see how far you’ve come. There is no judgment. I’ve been where you are. I’m here to make suggestions, ask questions, and provide you with encouragement and hope.
During our monthly financial coaching meetings, we discuss the following topics:
· Paying off debt
· Monthly budgeting
· Saving for retirement
· Handling collections agencies
· Establishing an emergency fund
· The foundations of wealth-building
· Finding the root causes of difficult financial situations
Peace of mind can not begin without a first step. One small step after another can
get you even further than you expected in a shorter time than you ever expected.
Dream your dreams. Build toward your dreams. Live your dreams.
We can get you there together.
