WHAT KIND OF GOALS WILL WE WORK ON?

• Budgeting and spending habits

• Long-term saving and investing

• Managing fluctuating income 

• Financial systems and operations

• Financial literacy 

• Debt management and elimination

• Financial organization and administration (i.e. getting bills paid, dealing with financial institutions, and tackling “adulting” tasks

• Revenue structures and revenue mix 

• Business growth and expansion

HOW WOULD IT FEEL TO…

• Feel clarity and conviction in your financial goals?

• Be on track to meeting your goals and understand how and when to pivot when necessary?

• Have tools for tracking your expenses, savings, investments, and revenue?

• Have projections that show you how to get from point A (now) to point B (your goals!)?

• Have clear pricing structures for your business?

• Understand how your personal and business finances work together?

If you want to go FAST - Sprint Days

• Series (typically 2-4) 3 hour intensive coaching sessions 

• Unlimited email support in between sessions

• Personalized curriculum and tool kits 

• Accountability and support to help you reach your goals

• Note: Sprint Days are not recommended for folks who are working on debt elimination goals

If you want to go STEADY - Monthly Coaching

• Hour long coaching sessions 1 or 2 times/month, typically for 6-12 months 

• Unlimited email support in between sessions

• Personalized curriculum and tool kits 

• Accountability and support to help you reach your goals

STEP 1: Client Inquiry

• A free 20 minute consultation call (book here!) where we chat through what you’re looking for and I answer questions about my work. 

Or

• You fill out the Client Inquiry form and I respond via email with follow up questions and answer any questions you have. I sometimes respond via Loom video so you can see and hear me!

• After the call/email session I follow up with a proposal that includes: 

• An outline of your coaching goals 

• Proposal for coaching series (i.e. # of hourly sessions or recommendation for Sprint Days) and pricing (did you know my pricing is all public? You can check it out here) 

• A link to schedule your first session 

• If you decide to move forward with the plan (i.e. you book a session) then you move to step 2!

STEP 2: Pre-Work

• Review and sign the Client Service Agreement

• Complete some short pre-work before our first session. I will share pre-work in our joint Coaching Notes doc and via email. This doc will act as our hub for all of the work we do together. It includes the proposal, pre-work, all coaching session notes, and links to toolkits/spreadsheets/videos we use during coaching. 

• Pre-work usually includes: 

• Answering a few questions about how you feel about specific financial goals or questions (i.e. what do you want your relationship to debt to look/feel like in 5 years? What does financial success mean to you?). These answers help me understand your financial values and idiosyncrasies and make me a better coach.  

• Filling out a spreadsheet with some financial facts (note: I don’t always have folks do this as pre-work since, for some people, it can be overwhelming to do before the first session)

• From there we move to my favorite step! 

STEP 3: The Work-Work

• If you are doing hourly coaching sessions we will schedule these out in advance. They are once a month or once every other week. Most people work with me for ~ 12 hourly sessions and then do quarterly or bi-annual check-ins for a while after we wrap.

• If you are doing Sprint Days those intensive chunks of time are also scheduled ahead of time. They are 3 hour intensives and most folks do 2-4 blocks (i.e. 6-12 hours), depending on the complexity and scale of your goals. 

• For either Sprint Days or Hourly Coaching sessions, the actual time together is very similar. I have our coaching notes doc prepped with the agenda, links to custom made spreadsheets and tools and the plan of action for the session. Most sessions focus on one or two of your coaching goals (i.e. “Revenue Plan & Debt Elimination” or “Business Runway and Emergency Saving”). We work through the plan together with me asking lots of questions, running different financial scenarios and discussing pros and cons of next steps. Sometimes we do action steps together (I actually mailed someone’s s-corp filing docs for them the other day!) and sometimes action steps are homework (i.e. we decide which high yield savings account you’ll get during the session, but you actually open it on your own). 

• I always follow up after sessions with a list of action items, any relevant links (to our coaching notes doc, tool kits, or videos), and reminders about our next sessions. 

• In between sessions you and I both have homework to complete (i.e. opening accounts, answering questions, moving money). I also reach out to check in on your progress, answer any questions you may have, and give you encouragement on next steps. 

STEP 4: Long-term Support

Most folks schedule quarterly or bi-annual check-ins after they complete their original coaching series. The sessions look largely like normal hourly coaching sessions. We work through ongoing challenges, answer new financial questions, and help you complete long-term goals.