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It all starts with you completing the preliminary worksheets to give me the best picture of your current situation. Every client is asked to complete these before the process begins. The forms can be found here.
I review your information and ask you for any clarifications as needed. I then prayerfully consider your information, deciding if God is telling me that I can help you, then get back in touch with you.
I contact you we talk briefly about your situation, then I let you know if I can help you. If so, I give you a quote for our services, and then we sign an agreement to deliver the agreed-upon services. Only at this time are you obligated to payment. If you are married, this agreement requires that your spouse be present and engaged in the process as well.
Payment in full is required prior to the coaching session. I accept personal check or cash.
We then meet face-to-face, and I briefly go over the information that you’ve given me to make sure it is a complete picture. Then, we’ll discuss your goals and walk through your numbers carefully, crafting a gameplan along the way that matches your goals and gives you the information, strength, and courage to make real progress towards your goals.
As needed, I remain available over the next three months for consultation, questions, encouragement, anything that you need to keep you focused on reaching your financial goals.
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