Here’s how this intensive session works:
Step 1: Pre-Work to help you get clear on your current financial situation. Before your 90-minute money coaching call, you'll receive pre-work to help you prepare for our session. This will include a detailed questionnaire to help me understand your current financial situation and your long-term financial goals. I'll also ask you to provide some basic financial information, such as your income, expenses, and debt. This pre-work will ensure that we're fully prepared to make the most of our time together during the strategy call.
Step 2: 90 minute strategy call where we identify three specific areas of focus. During our 90-minute strategy call, we'll identify a specific point of focus for your (1) personal finances, (2) business finances, and (3) money habits.
For example, we might determine that in (1) your personal finances, quickly paying off some high interest debt is the top priority, (2) in your business finances you need a 30 day cash reserve (to be created by pausing a couple of barely used services and keeping a little more cash in the business), and (3) for habits, we identify a story about there not being enough money to shift. Instead of "I don't know where my money goes," you start identifying as someone who is willing to look at her money on a weekly basis.