In many ways, I am a bridge between the client and other professionals, including accountants, attorneys, financial advisors/planners, bankers, and wealth managers.
I provide unique financial services, such as money coaching, financial organizing, bookkeeping, and consulting; I have developed relationships with other financial professionals. Together we have exceeded the clients’ expectations that they typically would not achieve.
In terms of money coaching – The client trusts that you have their best interest when creating a tax or financial plan for their future. The client wants their goals and desires met; however, they need help achieving the objective.
The client may be experiencing money blocks, distractions from past experiences, or unconscious behaviors around money. Money coaching identifies the money blocks and distractions and implements steps to meet the financial goals. I use the Certified Money Coaching (CMC) formulated process over four one-hour sessions (approximately a month).
Money coaching sessions are confidential, compassionate, and judgment-free between the client and me. However, I will work with you to ensure you and the client are on the same page in reaching the desired goals. I will provide references or testimonials to confirm my honoring your relationship with the client.
If you are open to the experience, I would be honored to offer money coaching to you! Going through the money coaching process yourself would help you understand the unique and beneficial process, and it would identify your unconscious patterns and behaviors around money. In return can help you serve your clients better.
Please get in touch with me with any questions about Money Coaching or my other services listed below. I am looking forward to working with you!
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