Sometimes people need to slow roll change. If you’ve got a lot going on, sometimes becoming the financial engine of your life is a slower process. That’s fine! Money Coach Certified Life
Monthly money coaching is for people who want to REMEMBER that getting better at their money is a priority.
People who know they need someone to help them keep the focus.
This is different from financial planning…yes, I believe everyone needs some level of financial planning (that’s why I have this other business) but mostly, busy people needs to build the skills required to capture the money they make. And develop a process to do that on an ongoing basis.
Since financial success is a PROCESS, monthly money coaching helps you act as if you’ve already got the process down, by setting aside time to do the work (without getting intense and crazy about it).
Since I work around money constantly, I bear witness to successful people, making good money who are so busy making it all happen… they look up one day and realize they have been so busy running on the hamster wheel that they forgot to keep any of the money they created.
Fundamentally, our calls will be about how to help you KEEP more money. Wealth building.
But we will also make sure this isn’t in isolation. Paying taxes, paying down debt. All of these are important.
Because what you need – what everyone needs – is attention and skill building.
I said it before, financial success is a process. It’s infrastructure. It’s knowing what goes where.
It’s actually giving definition to those things you know you should be doing but maybe aren’t clear on the HOW.
That’s what we do when we work together on this.
Monthly Money Coaching Package
A once monthly call, skipping two months (usually September and December because those months tend to get crazy for everyone).
10 60-minute phone coaching sessions
Accessible directly by email during office hours for whatever questions or noodling you’re focused on
In addition to the calls, I provide pre-work to get yourself set up on my preferred software (Mint.com + Asana), fill out some intake forms and spend another 30-60 minutes per week while we work together reinforcing the processes and opening accounts, creating plans of action, etc.
$5,000 for the entire process. You can pay in full or select a 2 or 4 month payment plan.
We have a consult call to go over questions and get to know each other. I send a scope email with all of the deets. You decide by choosing a weekly appointment slot.
I’ll have you sign my agreement and either send you an invoice to pay in full or have you complete a credit card authorization for 2-pay or 4-pay.
Once I receive your deposit, I’ll be in your inbox within 1-2 days with some pre-work to get started.
In our work together, I will help you:
- Clarify your financial goals and make sure those are balanced with “fun” goals
- Identify what excess cash flow looks like for your situation.
- Troubleshoot spending and confirm SOP for your spending
- Map out a review process to stay clear
- Point you to resources to implement your financial vision tactically
- Start you building cash resources
- Connect your saving to your specific goals and a way to assess progress
- Identify a debt payoff plan
- Allocate resources for short-mid-long term goals
- Help you realize that even successful people struggle and that financial success is a process.
Once you have the proper tools and skills, you’ll feel confident no matter what the current situation is, and you’ll have peace of mind that you can navigate the financial waves, swells and tsunamis that come your way.
After we chat, we will find 10 slots over the next year to meet. I typically use join.me so we can screenshare your screen (and we don’t care if we’re not photo ready).
Typical slots might be midday Monday or early afternoon Tuesday, Wednesday or Thursday. All Pacific time zone.
You fill out this intake form and we schedule a quick phone call to get acquainted
I send you all of the stuff you need to get started after our call
You commit by scheduling with me
We have you sign the agreement and set up invoicing
We start checking in on tasks to get started, building up to our live calls
Just so you know, I am a bit of a hardass.
The reason is this (and this is a nod to Susan Hyatt, life coach extraordinaire):
Ever bought a ticket to a play or a concert and then didn’t feel like going?
It’s because it was outside of your normal comfort zone.
Or maybe you reserved time with a personal trainer and then bailed. Maybe the reason you bailed was that the rest of your life seemed unmoveable.
But guess what? These are symptoms.
Of not putting yourself first. Of not putting your finances first, or your business first…your well being first. Because no doubt – good finances contribute to your well being.
The play or concert you bailed on – the actors, the artists and your personal trainer – they still showed up.
Even though you stay home, missed out…you still had to pay because they blocked out that time to work with you, perform for you, etc.
They aren’t refunding your money, just because you decided not to show up or messed up your schedule or whatever. That was your choice.
And BTW – the reason I have a successful business is because I am precise with my time. This is part of that lesson.
You will be amazed at what happens when you commit to the process and get real about what you really want to achieve.
Here’s the official policy as written in the agreement:
All work is based on the consulting rate of $500 hourly. If participant requests a refund, Mindy will provide a statement of time worked, deduct what is owed and send you back any remaining money. This includes any already-scheduled meetings that occur within the next 5 working days.
Mindy rarely reschedule calls or meetings (twice in 2 years due to illness). If it happens, Mindy will make heroic efforts to maintain the agreed-upon working schedule and reschedule that meeting at participant’s convenience (nights and weekends, if necessary).
If the participant needs to reschedule, we require at least 4 business days’ notice. If we receive less than 3 business days’ notice, you miss that appointment. Meaning, if participant is scheduled to talk on Wednesday, the latest notification would be the prior Thursday. Saturday and Sunday don’t count. This ensures that the participant is committed. If the participant chooses to miss an appointment with fewer than 3 business days’ notice, the appointment will not be rescheduled and the Coach and participant will simply continue on with the rest of the schedule.
I reserve the right to be less of a hardass, once I have assessed your commitment level and the specific thing keeping you from our appointment. I happily reschedule for hurricane evacuations, other natural disasters, sudden medical emergencies and other events outside your control. But most of the time when people try to reschedule? It’s a B.S. excuse.