The complimentary discovery consultation is a non-obligatory 20 minute phone call that provides a chance for us to to get to know each other, discuss what you want to achieve from coaching and assist you in deciding if personal finance coaching is the right path for you.
In this 90 minute one-on-one coaching session, we'll review your current monetary situation, access your values and clarify your goals. Your customized spending plan will be created with action steps, recommendations and tools to help you intentionally spend, purposely save and rectify credit or debt.
Achieving long-term financial wellness is not an overnight fix. It takes time, commitment and consistent action.
Following the complimentary discovery consultation, clients may choose from one time only sessions and private or group package deals.
The number of sessions needed depends on your circumstances. What works for one person may be insufficient for another. However, having multiple sessions gives you time to integrate what you are learning and complete any actions you have agreed to do before the next session. It also gives you time to identify any challenges to carrying out those actions so we can work through them in follow-up sessions.
Everyone comes to Monetarily Savvy with a unique monetary situation and therefore are met wherever they currently are on their financial journey. Since every client has different needs, every coaching session is different. Monetarily Savvy personal finance coaching begins with a holistic analysis of each clients current financial status and future financial goals.
In each session you, the client, choose the focus of conversation while I, the coach, listen and contribute observations and questions. Keep in mind that you won't leave the coaching session with all your issues magically solved. But you will leave equipped to solve them yourself.
As your coach my role is to work with you to refine your goals and develop a financial action plan that enables you to obtain these goals. Via an individualized, unbiased approach I help you understand how your money works, support your continual learning and growth, and hold you accountable for completing the steps in your financial action plan. The ultimate goal of our partnership is to improve your financial wellness by empowering you to make confident, competent financial decisions.
Kristen is available for group trainings and public speaking engagements.