What You Can Expect

The Coaching Process

Step 1 - Initial Meeting

The Become a Client form serves as an introduction, which allows us to get to know a little bit about who you are, but it also gives us a better understanding of your current financial situation. With this form, we can take the first steps in helping our clients become financially successful. Once this form has been completed, you will receive an email with instructions for scheduling your Initial Meeting.

Step 2 - Plan Implementation

Our first meeting will consist of discussing the data and information obtained from the Become a Client form and specifying the client's goals. Once the goals and values of the client have been identified, a plan will be implemented to ultimately help allow the client to meet his or her financial goals. Lastly, the end of this meet will include scheduling a Follow-Up meeting.

Step 3 - Follow-Up Meeting 

In the Follow-Up meeting, we will be able to monitor your progress and discover the areas of the plan in which improvements can be made.