Your Journey Starts Here:

Financial Independence is closer than you think.

The Complete Package

Explore what the package includes ⇒

Take the Money Type Quiz and book your Discovery Call to meet with Claire!

Core Process
The Money Coaching Core Process is a 4-week diagnostic tool that identifies underlying, and often unknown, positive and challenging patterns, behaviors, and emotions relative to money. It includes:

  • Unpacking your history with money from childhood to the present day
  • Identifying your positive and challenging patterns
  • Creating a money blueprint of you & your families money patterns
  • Digesting your Money Archetypes and how they appear in your life
  • Creating an action plan to overcome your topmost challenging patterns
In-Depth Financial Assessment
The assessment includes 2 sessions (1.5 hr – 2 hrs each) where we conduct the following:

  • Define and prioritize your S.M.A.R.T financial goals
  • Calculate your net-worth
  • Determine your current cash flow
  • Determine your spending/savings plan integrating certain goals
  • Brainstorm possible changes to your financial habits
  • Oral recommendations about the adjustments required to achieve your goals

Following these sessions, you’ll receive:

  • 3 spreadsheets for the above mentioned financial exercises
  • A personalized expense tracking spreadsheet for you to use
Your Support Sessions
You’ll receive 2 support sessions (1hr each) to cover whatever you need: revisiting your financial goals, spending habits, reoccurring money beliefs, or other specific challenges you’re experiencing.

How strong are your financial boundaries? Take the "Financial Boundary Assessment" to find out!

Subscribe and receive the "Financial Boundary Assessment".

P.S - I send very few emails :)

 
How strong are your financial boundaries? Take the "Financial Boundary Assessment" to find out!

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