Money Focus Session
2 hour 1:1 session
Get ready for a targeted session aimed at propelling you forward.
Our Money Focus Sessions are crafted just for you.
Explore topics ranging from Money Mindset and Wealth Energetics to Money Management, Goals, and Vision.
Feeling stuck? In this one-time, 2-hour session, we'll guide you through overcoming a specific challenge, and provide you with actionable steps to move ahead confidently.
2 hour 1:1 session
Get ready for a targeted session aimed at propelling you forward.
Our Money Focus Sessions are crafted just for you.
Explore topics ranging from Money Mindset and Wealth Energetics to Money Management, Goals, and Vision.
Feeling stuck? In this one-time, 2-hour session, we'll guide you through overcoming a specific challenge, and provide you with actionable steps to move ahead confidently.
2 hour 1:1 session
Get ready for a targeted session aimed at propelling you forward.
Our Money Focus Sessions are crafted just for you.
Explore topics ranging from Money Mindset and Wealth Energetics to Money Management, Goals, and Vision.
Feeling stuck? In this one-time, 2-hour session, we'll guide you through overcoming a specific challenge, and provide you with actionable steps to move ahead confidently.
1. Session Description:
Session Name: 2 hr 1:1 Money Matter Audit
Session Components: Spending Analysis Breakdown, Budgeting Basics, Complete Audit of your current financial situation, Identify practical steps to change, Complete assessment and strategies to implement quick change, Analysis of your Financial Thermometer.
2. Session Preparation:
The Client understands that in order to facilitate an effective coaching session, they must complete the pre-session work provided by the Coach. This documentation is essential for the Coach to prepare for the coaching call.
Once the pre-session documentation has been received and reviewed by the Coach, the Coach will coordinate with the Client to schedule the coaching session at a mutually convenient time.
3. Coaching Sessions:
The Money Matters Audit coaching session consists of a single 2-hour one-on-one coaching session.
The session will be conducted either in person, via video conference, or over the phone, as agreed upon by the Coach and the Client.
4. Cancellation Policy:
If the Client needs to reschedule or cancel the coaching session, they must provide a minimum notice of 48 hours prior to the scheduled session.
Rescheduling or cancellations with less than 48 hours' notice may result in forfeiture of the session and no refund will be provided.
In case of exceptional circumstances, such as severe illness or unforeseen emergencies, the Coach may consider rescheduling the session at their discretion.
5. Confidentiality:
Both the Coach and the Client agree to maintain the confidentiality of any information shared during the coaching sessions.
The Coach will not disclose any confidential information shared by the Client, unless required by law or with the Client's explicit consent.
6. Client Commitment:
The Client acknowledges that coaching is a collaborative partnership that requires active participation, honesty, and commitment to achieving the desired outcomes.
The Client is responsible for their own decisions, actions, and results, both during and after the coaching sessions.
7. Disclaimer:
The Coach is not a financial advisor, accountant, or attorney. The coaching sessions are not intended to provide specific financial advice or legal guidance.
The Client understands that any decisions or actions they take based on the coaching sessions are their own responsibility and they are advised to consult with appropriate professionals for specific financial or legal advice.