Here’s how the Providence Focus Coaching Program Works
Understand Now
Where are you financially now?
- Discuss money values and household responsibilities
- Discuss why coaching now?
- Review Current Financial Snapshot
Future Vision
Where do you want to go?
- Define well written goals
- Brainstorm strategies
- Identify obstacles
- Develop personalized action plan
Drive Results
Moving forward to financial freedom & confidence
- Execute action plan
- Review progress, new learnings and make needed adjustments
Let’s kick it off with a free consult to see how I can help you
Providence Focus Coaching Program
- Initial consultation free (45 minutes)
- Each subsequent finance coaching session is one hour
- Productive financial counseling to address goal with collaboratively developed action plan and progress monitoring
- Prompt distribution of post session notes with Action Items
- Meetings normally held bi-weekly or monthly but can be adjusted depending on needs of clients
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Payment due before each session upon scheduling.
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Includes research and analysis time between sessions
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Times scheduled & payment through PFC Website
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Look at bundled Silver (3 Month) and Gold (6 Month) programs that include Ramsey+ subscription and Total Money Makeover book by Dave Ramsey and more
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Great gift for young professionals, couples and families
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Programs can always be extended with subsequent sessions
