During the course of our work, you will:
- Learn solid money-management skills
- Receive sustainable financial tools
- Develop clarity about how you make money decisions
- Feel more in control of your money
- Learn how to consciously “plan” instead of “budget” your money
- Identify areas of deprivation in your life so you can heal them
- Address chronic debt issues and create a realistic repayment plan that will not detract from your quality of life
- Examine the impact of past or future inheritances
- Strategize how to handle unexpected expenses
- Learn how to save in a meaningful way
- Identify and overcome self-defeating money beliefs, attitudes, habits, and behaviors
- Uncover lifestyle dreams and goals and the income needed to achieve these goals
- Explore “underearning” issues and how you may be underselling yourself
- Experience more peace and balance around money
- Feel confident with money
Common goals for new clients are to:
- Feel secure about covering your expenses
- Know where your cash goes
- Replenish a depleted savings account
- Be debt-free
- Change careers or start a business
- Earn more money
- Plan for graduate school
- Save for your children’s college tuition
- Take a vacation
- Buy a home or vacation home
- Have a sustained cushion in every account
- Learn to respect money
- Be on the same page with your spouse or partner
- Save for retirement
- Organize your finances for tax purposes
- Be a sound financial model for your children, nieces and nephews
- Restore trust with your family
