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Personal Coaching - Monthly
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A personal coach will provide an assessment of their personal finances. Once their financial situation has been analyzed the coach will work with the customer to develop a workable annual budget that focuses on eliminating accrued debt and progressively moves toward a more stable financial situation. The assessment and budget development is called the solution development process.
The solution development process is the first phase in the relationship. The second phase is focused on eliminating personal debt not held in houses or automobiles. Monthly calls are held to hold the client accountable to their developed budget solutions. The client may also inquire throughout the year about pertinent financial issues such as taxes and charitable giving.
The third phase begins once the personal debt is paid off. Once the client has achieved debt-free living, the life-coach then develops a plan to save for the future and connects the individual with a professional investment adviser.
The solution development process is the first phase in the relationship. The second phase is focused on eliminating personal debt not held in houses or automobiles. Monthly calls are held to hold the client accountable to their developed budget solutions. The client may also inquire throughout the year about pertinent financial issues such as taxes and charitable giving.
The third phase begins once the personal debt is paid off. Once the client has achieved debt-free living, the life-coach then develops a plan to save for the future and connects the individual with a professional investment adviser.
