Don't worry, if you haven’t yet heard of a financial wellness coach,

know that it’s not currently a widely-known job title.

I chose it because it so exactly represents the work I am honored to do in this phase of my career.

20170902-_DSC5397-Edit

If you haven’t yet heard of a financial wellness coach,

don’t worry, it’s not currently a widely-known job title. I chose it because it so exactly represents the work I am honored to do in this phase of my career.

Financial + Wellness + Coach =

Financial

part of our work is practical. The dollars are what they are, and it can be so grounding and clarifying to know the dollar amounts, tax responsibilities, budget figures, etc.

Wellness

practical doesn’t have to mean dry or boring. This is your precious life we are talking about, after all! That is a really big deal! We work on how financial choices and personal values can and will intersect to support each other favorably.

Coach

I have a lot of information and encouragement to offer. And, I love hearing peoples’ stories and feelings. As much as I wish I could make the positive changes for others, though, it just doesn’t “stick” when most of us want to delegate the heavy lifting to someone else around this money topic. I help my clients identify specific and measurable ways to get you to higher levels of financial wellness, for you.

Financial

part of our work is practical. The dollars are what they are, and it can be so grounding and clarifying to know the dollar amounts, tax responsibilities, budget figures, etc.

Wellness

practical doesn’t have to mean dry or boring. This is your precious life we are talking about, after all! That is a really big deal! We work on how financial choices and personal values can and will intersect to support each other favorably.

Coach

I have a lot of information and encouragement to offer. And, I love hearing peoples’ stories and feelings. As much as I wish I could make the positive changes for others, though, it just doesn’t “stick” when most of us want to delegate the heavy lifting to someone else around this money topic. I help my clients identify specific and measurable ways to get you to higher levels of financial wellness, for you.

Curriculum

Click through tabs

Budgeting and Tracking
Boundaries with Money
Mindfulness and Money
Profit First Implementation and Tracking
Budgeting and Tracking

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

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

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

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?

tree4-clear-green

Ways To Experience This Work

I know people are at different levels of being able and willing to invest in this work, for a variety of reasons.

I’ve experimented with lots of different models of offering the work, and have found that it’s best to offer a few ways to get involved, at different levels of engagement. I trust the timeline of healing and growth...sometimes people are ready immediately, and other times people needs years to get ready to get started.

 

Here is a video training I offered freely along with the wonderful Booming Collective: 

https://www.youtube.com/watch?v=R6DWZpNNrhw

I offer my blog freely. Do sign up for that to receive regular updates, ideas, and suggestions. http://eepurl.com/cxRrvX

I occasionally offer workshops in and around the San Francisco Bay Area. Stay tuned about those on the blog. 

I coach people one on one. I can teach you how to keep your own books and budget OR I can refer you to others to do your personal or small business bookkeeping.

Coaching sessions are offered for $175 each.

I see clients in person at The Hivery in Mill Valley, CA. I also work with clients by phone or Zoom.

I work with individuals, as well as couples and/or business partners.

FAQ

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.

http://financialwellness.coach/first-appointment-questionnaire/

http://financialwellness.coach/policies/

Gratitude

"I’m so grateful for opportunities to collaborate with Beth, who brings heart to money and helps our shared clients (and me!) think about the bigger picture of what financial wellness means to us. Plus she’s hilarious, which I need when drilling down into the hard emotional work I sometimes have to do around money."

– Allison P., Abundance Practice Building

"Beth is a wonderful financial coach who helps reign in the chaos of numbers and helps bring clarity to dealing with finances and money. As an entrepreneur, this leaves me feeling good about focusing on other aspects of my business, knowing the financial side is in great hands."

– K.J., UX Designer

"Working with Beth has been nothing short of transformative. Not only in the hard cold facts of my finances but also in how I feel about them. I’m calmer, more rational and also able to more effectively process the variety of emotions that inevitably surface when dealing with money issues. The best part is my wife and I now find money talks invigorating and affirming!

Beth is kind, insightful, and detailed. She helps you cut through both the emotional and the numerical noise that can surround finances and hone in on what’s important to you as well as what’s practical and reasonable. I’ve been working with Beth for more than 3 years and my finances have never been healthier – not to mention low stress. She’s a gem!"

- B.G.

“I always enjoy your newsletters…so inspiring. And over the years, I’ve been able to read through your checklists and say, “Yep. Yep. Got that one, too. Yep.” It’s wonderful to have the finances working well. As I am writing this, hubby and I are in the process of packing up everything to move back to Hawaii. We have paid off our debt, and now have about a $50K cushion to get us over there and transitioned into island life. Hubby will keep his job here, working remotely. They love him so much they bought him a new computer to take to Hawaii.

I am sadly saying good-bye to all my students, but excited about opening a studio in Hawaii, and a new Business Coaching practice for musicians that is just in the planning stages right now. We could not have done any of this without your guidance and support in the early days. Getting onto YNAB was essential. That really saved us. Now we are able to do more advanced things with it, and even dabbling in responsible credit card use to collect miles for flying back and forth. When we get to Hawaii, we will be living on a 6-acre organic farm, living off-grid.
So thank you, thank you, thank you…and you can quote me on that!!”

- C.Q.

“Wow. You are such fun!! I loved loved loved your attitude and energy!! It made getting close to the topic soooo much easier.”

- Workshop participant

“I just wanted to say how much I truly enjoyed our time together last Tuesday! Not only were you great at helping me look at the area’s finances, but our discussion of spirituality and self image in regard to them was incredibly fulfilling. You helped me to see a bigger picture that has allowed to proceed with passion and optimism toward our financial goals for the organization. I am beyond grateful for you and the service that you offer.”

- Will N.

“Beth is incredible. She very skillfully guides you through a financial plan that not only makes sense, but that is possible to stick to. If you feel like your pile of debt is too big to get out of, give her a try, and you will get motivated again and succeed. I highly recommend Beth’s services, it is worth far more than you can imagine.”

- David W.

“I have known Beth for over a year now and have found her to be wonderful to work with. She is very knowledgeable, professional and brings a spiritual edge to her practice. She understands that we are more than just our finances and works with you to bring the much needed clarity to help you achieve your financial goals. I consider her my advisor, mentor and a wonderful friend. Do yourself a favor and hire Beth!”

- Pooja D.

“Beth is amazing! I have been working with her for the past month on getting my finances and business affairs in order and have found her to be super-professional, superbly competent, knowledgeable, poised, upbeat, and an all-around delight to be around. I cannot recommend her enough. You will be very happy (and lucky!) to procure her services, and wonderful expertise.”

- Adam M.