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 four, 90min session where we:
- Unpack your history with money from childhood to the present day
- Identify your positive and challenging patterns
- Create a money blueprint of you & your families money patterns
- Dive into your Money Archetypes and how they appear in your life
- Create an action plan to overcome your topmost challenging patterns with behavioral and practical tools
In-Depth Financial Assessment
The assessment includes four,1hr sessions 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
- Learn how to track finances
- Find money with Intentional Spending
- Create an Intentional Spending Plan integrating your goals
- Brainstorm changes to your financial habits
- Miscellaneous support as needed per client
Following these sessions, you’ll receive:
- 1 comprehensive spreadsheet for all of the above financial exercises, including a personalized expense tracking spreadsheet for your month-to-month use.
