Financial Consulting Services For Couples and Individuals
Your financial picture is a result of the beliefs, thinking, emotions and habits you bring to your daily money life.
If you are ready to create a different financial picture for yourself, you are in the right place. While we will certainly address the numbers, we will together explore the behaviors you bring to the numbers as well. Examining your money mind-sets, tending to your emotions and practicing mature financial behaviors will move you forward in creating a new money picture.
It is important for you to know you can have a very high IQ and be financially out of control and filled with worry about money. Many of my clients are professionals with advanced degrees. Most of us didn't learn or grow up in a family system that taught us solid money management skills or how to communicate with another about money. In conjunction, we may hold limiting beliefs (that we are not aware of), which influences our financial behavior and in turn creates negative consequences.
This is a sampling of what you can expect to accomplish in our work together. The focus of our sessions will be specific to the areas you want to change!
- Breakthrough emotional blocks you have with money
- Create a practical realistic cash flow plan that can work for your life
- Learn how to balance saving money for short and long term needs
- Get connected with your true needs, wishes and wants
- Create a system where important financial papers are at your finger tips
- Learn how to simplify and stabilize your money life
- Explore deeper issues of impulse spending, debt, hoarding money or living paycheck to paycheck
- Learn how to discuss and problem solve with your partner about money
- Learn how to prioritize, make good sound money decisions and spend in alignment with your values
- Develop Financial Hardiness Skills to help you navigate stressful financial situations
Financial Consulting Services for Entrepreneurs / Small Business Owners
I work with entrepreneurs at all levels. Your goals will determine where we begin our work together. I challenge you to think bigger while helping you to break through limiting beliefs. Our work may include: setting fee structures, examining processes and structures that support increased revenues and brainstorming to get you from where you are to where you want to be with your business.
Financial Strategy Sessions
If you want a new set of eyes to look at your cash flow picture and help you determine the best course for your specific situation, together we can create a plan for you to move forward. Strategy Sessions are one or two sessions to get you on your path compared to a longer term coaching process.
Financial Training for Financial Planners / Advisors
Please visit www.financialconversationswithheart.com to obtain a listing of available training offerings that are certified by the Board of Financial Planning for continuing education credit.