Coaching Process
“Got a nagging feeling that your life could be more fulfilling? Want to change direction but aren’t sure how to do it? Here’s how to jump start your new life today …
Hire a personal coach.” Modern Maturity
My Approach
Being very proactive with a focus on results is job #1. With a Heart of a Teacher I’ll show compassion and patience. I approach each person in a caring, friendly, and encouraging way. I’ll listen with both my head and my heart using skills God gave me to understand what is not being said. Over 33 years of financial background will be used to work through the technical side.
You’re likely finding yourself needing “something extra” to finally get over the hump and on the path to being truly financially free…. building for your future vs. finding yourself in the same spot, month after month. You want to live out your possibilities, not necessarily out your history. Perhaps you’re afraid personal coaching won’t work for you, that you’re doomed to “living on the edge” for the rest of your life. Relax … and gear up to go! You now have a coach with the heart of a teacher. First, I’ll help determine who you are, what you really want … and help lay out a path to get you there! The real question here is "Are you Coach-able"?
I’m unlike most “Personal Financial Advisors / Planners” in that I don’t sell investments or insurance. This leaves me free to be entirely objective with my advice, with only your best interest in mind.
You’re likely finding yourself needing “something extra” to finally get over the hump and on the path to being truly financially free…. building for your future vs. finding yourself in the same spot, month after month. You want to live out your possibilities, not necessarily out your history. Perhaps you’re afraid personal coaching won’t work for you, that you’re doomed to “living on the edge” for the rest of your life. Relax … and gear up to go! You now have a coach with the heart of a teacher. First, I’ll help determine who you are, what you really want … and help lay out a path to get you there! The real question here is "Are you Coach-able"?
I’m unlike most “Personal Financial Advisors / Planners” in that I don’t sell investments or insurance. This leaves me free to be entirely objective with my advice, with only your best interest in mind.
affordable coaching options
Following are the services that I offer. Please look over the options and contact me to start your financial success. If you have any questions, I am here to help you!
Debt-free 101:
Debt Free 101 Includes anyone with consumer debt or financial crisis. Coaching will help you develop a spending plan that works, debt-elimination plan, and triage of specific needs (creditors, pending foreclosures, bankruptcy, etc). This option includes an initial 2-2 1/2 hour session, monthly 1 hour follow-ups, and unlimited advisement for 6 months.
Stay the Course:
Stay The Course is for those out of debt (except your home) that are wanting to fund retirement and kid’s college education. Coaching includes investing and college funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc). This option includes an initial 2-2 1/2 hour session, 1 hour follow-up and unlimited advisement for 6 months.
Wealth Builder:
Wealth Builder is for those who are debt free and have already begun to build your net worth, but need help with planning your future. Your coaching will help build/review your comprehensive plan including insurance, will and estate planning, investing, college funding, and other “life issues” (career, education, starting a business, home move-up/down, etc). This option includes an initial 2-2 1/2 hour session, 1 hour follow-up and unlimited advisement for 6 months.
Wealth Coaching:
Wealth Coaching provides our highest level of service, and is designed for those already well on their way to financial security. We help you manage your financial affairs, make wise spending decisions, simplify your finances so you have more time to do what you enjoy most.
Coaching by the hour:
If you’re a Wealth Builder and simply want a review of your current “state of affairs” (investments, insurance, will and estate planning, etc), this option is available to you.
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Becky Johnson - CSA®, CEP®, CEPP
Providing Financial confidence |
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