Financial Wellness Coaching
Wealth Building PillarsStart Your Journey Towards Financial Freedom Today
DEBT
Debt is an obligation that requires one party, the debtor, to pay money or other agreed-upon value to another party, the creditor.
BUDGETING
A budget is the sum of finances allocated for a particular purpose and the summary of intended expenditures along with proposals for how to meet them.
SAVING
Saving, process of setting aside a portion of current income for future use, or the flow of resources accumulated in this way over a given period of time.
INVESTING
Expend money with the expectation of achieving a profit or material result by putting it into financial plans, shares, or property, or by using it to develop a commercial venture.
Helping You Find Success With Personalized Coaching
You Are Feeling the Desire to Change your Financial Situation, but you cannot Seem to Find a Way.
Equipping clients with encouragement and assistance is particularly advantageous in wealth building programs. The presence of a coach can help a client gain better self-control and allow for a more flexible approach to methods based on the customer’s financial circumstances.
There is a significant difference between counseling and mentoring or coaching, and this involves implementing ongoing behavior modification, skill training, goal setting and goal monitoring.
What Is Financial Wellness Coaching?
A Guide To Keep Your Financial Journey On Track.
A Finance Coach helps guide you through tough financial decisions or times.
A Motivator to Assist In Consistency.
Financial coaching means providing regular sessions with clients in order to ‘coach’ performance improvements to meet goals mutually set by the coach and client.
A Trainer in Best Practices and Good Financial Habits Development.
The mindsets, actions, and habits that you have with your money may be the foundation to solving your financial issues.
Trainer, Motivator, Accountability Partner
Like a personal fitness trainer helps you get your body in shape, a money coach helps you get your finances in shape.
How Do I know If Coaching is Right For Me?
You have tried everything to create and follow a budget, or tried to pay off debt, even tried to save money but always touch it, and nothing seems to work. You are working overtime, spending less time with your family, and that same vision board from 2016 with that vacation you never took is still haunting you from that same wall in the same place you wanted to move out of in 2018.
So let me ask you, what if you don’t try coaching? What happens then? How does that change your circumstances?
You've Tried Everything and Nothing Seems to Work
A finance coach can help you create a system that helps you budget, save, and pay off debt over time so you can see the results you’re looking for. Just like any goal, nothing happens overnight. The strategies that a finance coach teaches you will require consistency. However, if you do the work, you will see the results.
You're Aware Your Spending Is Out Of Control
A lack of control with your budget and spending usually means a lack of discipline. You need to be whipped into shape, or at least, your finances do! When you have a plan that shows you all of your responsibilities can be taken care of, and there’s still money left to enjoy yourself, you can breathe a little. You don’t have to be worried about not enjoying your life on a strict budget.
You've Read Books, Blogs, Binged on YouTube and Still Feel Stuck
A finance coach can help when you feel stuck and don’t know what move to make next. A finance coach will offer a different perspective to your situation, and guide you through the right steps to get away from that place of feeling hopeless.
Your Wealth Growth has Stopped or Worse Never Started
A finance coach can help you put the proper steps in place to build your net worth, and ultimately, your wealth over time. As we get older, we should all be building our wealth. More and more expenses come up as we grow in our lives and careers, so having a finance coach there to help make sure you are taking the proper steps to build generational wealth is critical.
You Don't or Don't Know how to Hold Yourself Accountable
One of the most important aspects of money management is being able to sacrifice and be disciplined. A lack of accountability can make it very hard to sacrifice or be disciplined. If you lack the accountability to do what it takes to manage your money, a finance coach can assist. When you have a finance coach, there is now an extra layer of accountability. Someone is holding you to your words and actions. That extra layer of accountability can be a game changer.
Our Approach
We know that having financial stability is much more than money. So our number one priority is helping you build a solid financial foundation. We create our wealth one generation at a time, understanding what we want to accomplish today, and what we will want to accomplish in the future.
We recognize each client has their own unique story. Whether it’s as simple as getting out of debt, saving to get that down payment on your first home, and even putting you in the best financial position to take that vacation you’ve been wanting or starting an entrepreneurial journey to own a business. Your coach backed by a team with decades of expert knowledge in the financial sector will be your guide through every step.
All our finance coaching programs utilize The Money Experience, a financial education product which emphasize quality of life and personal priorities. An online, highly engaging life simulator and built-in graphic novel will help users gain perspective on how their choices — fiscal and otherwise — affect their futures. This allows us to offer a highly personalized client experience and can communicate with you in a variety of ways, including video meetings.
Given today’s realities, we understand your world is increasingly online, and we help you stay connected through a Custom Client Portal Online.
How It Works
Schedule a Financial Focus Call
This is a FREE call for determined individuals readiness to meet with a wealth architect to audit your finances, find your greatest potential for financial excellence, and make a simple plan to implement without stress, complexity, or working more.
Choose a Coaching Plan
You’ve made the decision and guidance is what you’ve determined will best get you to your destination. We have several programs to accomodate different client’s level of needs and intensity of coaching necessary. You’ll find the anchor to all your options are financial literacy and the money experience.
Reach Your Goals
Proper financial and retirement planning starts with goal setting. Setting short-term, midterm, and long-term financial goals is an important step toward becoming financially secure. If you aren’t working toward anything specific, you’re likely to spend more than you should
Financial Initiative Program – (Understanding Your Money)
12 Week Coaching Package
A stable base will be laid. This will shift money mindsets. Financial best practices will be implemented. Training and tutorial courses help students in acquiring the basic foundations of financial literacy accompanied by the award-winning Money Experience simulator.
The Money Experience is a unique financial model that uses a simulator to provide projections about what a person’s financial life could look like if certain decisions were made. The calculations take into consideration many different variables, such as financing your college education, purchasing a home, buying a car, getting married, having children, dealing with medical expenses, and preparing for retirement. It incorporates not only financial factors, but also the influence these decisions might have on your quality of life.
“If we had known better, we would have done better.”
(Couples Pricing Available Inquire on a Financial Focus Call)
$2997
Next Cohort May 2nd
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- 12 Group Coaching Calls, includes Lesson Reviews, After Action Reviews, and Q&A (1 per week)
- 6 Private 1:1 Coaching Calls (bi-weekly)
- 3 Financial Circumstance Audits
- Personalized budget and spending plan (Done With You)
- Personalized tracker to monitor spending (daily)
- Unlimited email support access throughout the term
The Entrepreneur Financial Intensive Development Program
6 Month Coaching Package
Increase your Wealth while Working less.
A streamlined program from the base of our 12 week Financial Initiative Program. The six months intensive will dive into the seven degrees of financial health and freedom.
With the aforementioned goals in mind, we now focus on setting financial priorities and building up a strategy to help us reach financial freedom in 5 years or less. By using this method, we’re raising our consciousness so that we may carry out concrete acts and earn bigger profits.
(Couples Pricing Available Inquire on a Financial Focus Call)
$4997
Next Cohort May 2nd
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- 6 month Private Client Group
- Group Calls, Course Material, 1:1 Coaching
- Includes the Financial Initiative Program
- Personal Credit Audit, Education & Restoration (1 Year)**
- Funding Consultations
- Business Finance Suite
- Increase Income Strategies
- Development & Execution of A Cashflow Game Plan
- Custom Individualized Blueprints to Achieve the 7 Levels of Financial Freedom
- Asset Protection & Tax Strategies Planning
- Strategy Sessions to Receive The 3 Types of Income
Still Not Making Cents?
Get In Touch
Financial Circumstances Audit
Schedule your 1-hr Financial Circumstances Audit with a Wealth Architect
(Cost $497)