Custom Coaching Program

Service Description

Getting unstuck with money isn’t just about knowing what to do. It's about learning how to follow through consistently. The struggle sticks with you because: • Your money system doesn’t support how you actually live • Your surplus disappears before it can do meaningful work • Your emotional and behavioural money patterns override good intentions • No one is helping you adjust the plan when life changes • You find it difficult to stay consistent with good habits Progress happens when: • Your numbers are clear • You've got surplus to direct to your goals and priorities • Your money systems fit you and are manageable • Your habits are supported and easy to maintain • Your relationship with money evolves alongside your financial plan That’s exactly what our Custom Coaching Programs address. Your coaching program will be fully customized to you and your objectives, but typically includes: • A complete picture of your financial situation • A strategy and plan to direct your money • Guidance to improve follow-through consistently • Practical financial education so you know what to do with your money and why • Coaching on changing the unhelpful habits, triggers, and behaviours influencing your money • Support through setbacks and changes • Guidance to better align your money with your values and priorities We work on your numbers and your behaviours, so change is practical and sustainable. The length of commitment is up to you, but we require a minimum of 3 months. Most clients who achieve real results typically choose to work with us for 6 to 12 months. But we’ll determine what will work best for you without pressure to commit for longer than you need. This is for you if… • Your financial life needs a fundamental reset. • You want someone to help you navigate your money and identify the right next steps. • You need accountability to avoid stalling or drifting off course. • You want a trusted advisor you can turn to for a qualified perspective. • You want to collaborate on a personalized approach instead of being handed a generic, cookie-cutter plan. • You want to design a financial life that's intentional, steady, and calm. • You're open to learning a more sustainable way to manage your money. • You’re ready to build a better relationship with money • You're prepared to commit the required time, energy, and financial resources to make lasting change *We start with a 45-minute introductory call to talk through your challenges and objectives with coaching