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Financial Coaching
We have a fabulous team of Financial Coaches
ready to serve you throughout the Bay Area -
California, Boulder - Colorado, and over the
phone for our national and international clientele.
We offer ongoing monthly packages. This work
is a process, not a quick fix. We ask for commitment
and consistency and we will support you in making
the changes you want.
Many people work with us for 3 months to 1 year.
View: Our Team
All of us have different expertise and specialties
and we continually strive to be conscious, smart,
purposeful, value-oriented and knowledgeable
in all areas and especially in our own relationship
with money and finances. We are here to be your
guides, mentors and coaches.
Our team offers an integrative approach for
you that includes; your vision, your relationship
to money as well as the practical components
of your financial system and practice. So you
see, bookkeeping is an essential and crucial
part of your training and it is just one aspect
of your whole financial awareness, education
and transformation.
We work with:
Here are (2) examples of our Financial Coaching
Programs.
Level I & Level II
Please choose which route will best meet your
needs. We are open to creating a program just
for you based on an integration of our programs
and curriculum.
Financial Coaching Program - Level I
The
3 Gateways to Money Initiation
A Comprehensive Program for empowering one's
relationship to money
This program is modeled after our transformative
6 week Level One Class, which groups have consistently
experienced transformative results from. This
program is offered one-on-one by our Financial
Coaches. We felt it was important to provide
opportunities for people to have an experience
of life visioning, financial therapy and bookkeeping
training through a comprehensive approach on
an individual basis. The program is focused
on addressing one's spiritual and emotional
relationship with money combined with the nuts
and bolts of practical bookkeeping application.
We look forward to supporting your journey to
financial clarity, knowledge, intimacy, ease
and success!
The Benefits
The Gateways
1. Visioning: Establishing the Foundation
The foundation is laid with visioning and goal
setting and how these relate to money
2. Financial Therapy: Clearing the Past
and Re-Patterning
Completing incompletes, releasing old ways of
being and initiation into new ways of being
3. Values Based Bookkeeping: Getting Current
and Generating Energy
Bringing records up to date and understanding
current financial circumstances
4. Values Based Bookkeeping: Values
Developing a Values Based System of Bookkeeping
and Expense Prioritization
5. Values Based Bookkeeping: Practicality
and Implementation
Learning how to be financially savvy with accounting
technology
6. Values Based Bookkeeping: The Practice
Creating money practices, understanding financial
reporting and financial strategy
Financial Coaching Program - Level II
An
Integrative Approach to Money Allocation Based
on Vision, Intention and Values
"When we begin to align our money decisions
with our deepest core values and our highest
commitments, we experience a dramatic shift,
not only in what we do with our money, but also
how we feel about money, how we feel about ourselves
and how we feel about the difference we can
make with our life"
"Each financial choice you make is a powerful
statement of who you are and what you care about.
When you take a stand and have your money reflect
that, it strengthens you and your sense of self."
Lynne Twist - The Soul of Money
The Map of Intention process combines life
visioning and core values with practical budgeting
, to create an experience of financial clarity
and empowerment for the participants. In this
class we become the storytellers of our life,
creating new possibilities of future realities
to live into. Our core values will help us to
understand more of who we are and what is most
important to us in life, and how to be in integrity
with our financial decisions. Practical budgeting
will provide us with the opportunity to plan
out how we want to generate our money resources
and allocate it monthly.
This process promises to engage both our creative
AND logical abilities and awaken those that
may be a little rusty. We will generate a clear
and intentional budget that is meaningful. The
process will be fun while simultaneously challenging
us to be our potential. We will be initiated
into new ways of being with money that empower
us and feed our soul. We will learn how to be
conscious stewards of our money.
Components of the Approach
1. Vision
Personal or Business: The experience you envision
and how to understand the links to money
2. The Current Reality and Basic Lifestyle
Needs
Living from a place of sufficiency and knowing
how you currently spend money
3. Values
Core Value Codes - What they are & how to
live in alignment with them, to maximize financial
integrity and the experience of having enough.
4. Intentions
Desire translated into affirmation, focus, organization
and action
5. Goals
SMART Goals: Specific, Measurable, Action Oriented,
Realistic, Time Based
6. ResourceR Allocation
Alignment in vision, values, intentions and
prioritizing $ in accordance with highest commitments
7. Actions and Decisions
Action Plans, Simple and Complex Strategic Approaches,
Decision Making in the Moment
8. Monitoring the Results
Utilization of the Map of Intention on a regular
basis and the navigation of transforming reality
