Financial wellness coach? Yes!
We look at your data + questions + goals + priorities.
It works! People get so much peace of mind by handling this stuff. Many folks present with, "I know I should handle this on my own". Really? Why? Many of us get our best work done when there is accountability and a knowledgable expert available to us.
Financial + Wellness + Coach =
Click through tabs
Budgeting and Tracking
~what’s the least amount of work I can do, to get the maximum benefit?
~do I have to use a computer program for budgeting and tracking?
~how will it help me to know how much I’m spending in each category?
~I’m just not that nerdy...is there a shortcut to tracking?
Boundaries with Money
~how do I say “no” when my partner/child/other important person, asks me for money?
~how do I negotiate my fee conversations? (whether paying someone, or getting paid)
~should I be picking up the tab (as often/as little) as I do?
~I know I “should” be saving for the future, but there’s so much I want to buy NOW!
Mindfulness and Money
~what is “enough”? Work, personal time, savings, discretionary budget, stuff
~how can I make solid financial decisions when I get so mad/sad/scared about money?
~what the heck good will it do me to meditate...don’t I need to be in action to get results?
~isn’t my mind what got me into this mess? I need to fix these problems asap!!
Profit First Implementation and Tracking
~how much should/can I pay myself?
~how much should I be saving for income taxes?
~how much should I be investing back into the business?
~how can I minimize the amount of time I have to think about these decisions, and create a streamlined flow?
~how much help can I afford to hire?
What information do I need to send you in order to get started?
Please fill out a couple of forms, which will help us both prepare for our work.