Finance
#3 Fundamental of Money: Build A Team
Building a team of experts to help make financial decisions is one of the main fundamental steps to taking control of your personal or business...
The Fiscal Dad Coaching process is a straightforward, step-by-step way to get your money life in order. We'll work together to simplify, plan, and make positive changes.
Book Your Free Consultation
The coaching process starts with clicking the “book now” button to schedule a no-obligation 30-minute Zoom meeting to get to know each other. This gives us a chance to ask questions, talk about “big picture” issues, and see if we fit to work together. The philosophies and processes I teach can be complicated to work through. I will go over my pricing and policies during this meeting.
What Does The Typical Client Experience?
A typical client will take part in 7–10 one-hour coaching sessions. This number will vary depending on each situation. I tailor coaching to each individual, family, or entrepreneur. Once the original set of meetings is completed, one-hour coaching sessions will be conducted on an as-needed basis, monthly or yearly.
Expected Results
Even though this process can be difficult, the results can be life-changing. A typical client who commits to the teaching will pay off an average of $5,000 in debt and save $2,500 in the first six months, with all non-mortgage debt paid off in roughly two years and mortgage debt paid off in 10 years. Even though these numbers may seem unattainable to you right now, Anne and I experienced these same results when we fully committed to executing the plan. We no longer have money disagreements and our stress level surrounding money has been mostly eliminated. We used to experience the same worries and stresses as you: rising gas and food prices, a roller-coaster stock market, and worrying about being a burden to our kids in retirement. We now have very little stress around those subjects because we have committed to positive and challenging conversations about money, gaining knowledge about investing and insurance, and having a plan for our money.
Coaching Sessions
Once we decide to work together, you will schedule a one-hour coaching session to review your big picture numbers (income, total debt, retirement progress, etc.). You will gather this information before this first coaching session, so I have time to analyze both the positives and negatives of your current situation. This information should take around an hour for you to gather and organize.
The second coaching session will review your spending and saving habits unless there are immediate issues to address (collection notices, pending divorce, the recent death of a family member, etc.). You will spend some time organizing your income and expenses more directly. This will result from more homework for you. Even though this takes some time, it may be the most crucial step in the coaching process. This gives you the actual numbers and allows you to see the reality of your spending decisions. Many people do not know what they spend or the reality of their current situation. Positive growth can only occur by understanding and acknowledging reality.
Each coaching session that follows will focus on your current situation and the areas where you want to improve and grow.
Anne and I have improved our lives greatly by focusing on the financial principles that I teach, and I hope you will consider scheduling a consultation. I look forward to meeting and talking with you about your financial future.
While I may use the 80/20 rule as a general term, I understand the importance of dealing with each situation on its own merits. This is why the bread and butter of FiscalDad Coaching is person-to-person individual coaching. Click on the “Book Now” button to schedule a free, 30-minute no obligation meeting to decide if we can connect on a personal level.
