Financial Coaching Toolkit – A 90-Day Financial Coaching Program That Delivers Results
Financial Coaching is more than simply budgeting and talking numbers.
Your new client commits to coaching and you are thrilled. A new client! You can’t wait to show them how to use money as a tool to live a better and easier life. The first 90-days of coaching a new client are incredible and they’re also crucial. How you coach your clients early on sets the pace, tone and perspective for their future success.
During the first 90-days, we see the most immediate results because there’s so much we can do to have a positive impact. But the allure of fast and immediate changes can be self-limiting. The goal isn’t for our clients to just manage their money better today, but for their lifetime. We have 90 days to help them transform into a person who:
- has learned the skill of managing their money well,
- is organized and eagerly plans ahead for upcoming expenses,
- has a consistent and steady way of managing their money that works for them,
- trusts themselves to set goals, believes in their goals and knows how to create a plan for their money to make those goals happen,
- looks to their future and sees themselves continuing to do good things with their money,
- saves with intention and is prepared for upcoming whammies and
- has a strong purpose for the role money plays in their life.
The first 90-days are so much more than “do this and then do that.” You are showing them changes and improvements they can make today, while simultaneously planting seeds for the future. In this Specialty
Toolkit, you’ll get access to a proven program structure that gets your clients the kind of results that increase client retention, creating an immediate return-on-investment (ROI).
With this 90-day financial coaching program you will confidently lead your clients through a program that gets results and creates raving fans for life.
What You’ll Learn In A 90-Day Financial Coaching Program That Delivers Results
- #1 A 90-day Financial Coaching Program that Delivers Results
- #2 Coaching Begins Before the First Session
- #3 Demonstrating Your Expertise and Coaching With Confidence
- #4 From Here to There – Painting a Clear Picture of the Client’s Financial Journey
- #5 Your Financial Crystal Ball – Introducing the Plan Ahead Method™
- #6 The Plan Ahead Method™ Demo Budget
- #7 Creating a System to Control the Chaos (Saving With Intention)
- #8 Taking Your Client from Financial Boredom to Financial Fulfillment
- #9 Uncovering the Client’s Powerful Financial Purpose
- #10 Cultivating Financial Excitement and Momentum
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