Financial Coaching

1. Followup session

1.1. Review Preparation form with client

1.2. Celebrate what the client did well and explore what they struggled with.

1.3. Goal Planner Form

1.4. Fill out Summary Notes form with what happened in the session

2. Before first meeting

2.1. Send by email to client...

2.2. 1. Terms of Business

2.3. 2. Financial Coaching & Life Goals - Questionnaire

2.4. 3. Relationship with money - Questionnaire

2.5. 4. Income & Spending Spreadsheet

3. First coaching session

3.1. Identify limiting beliefs and habitual behaviours from questionnaires

3.1.1. Practical Guidance for Financial Coaches - Pages 1 & 2

3.2. Self limiting beliefs exercise

3.3. Money Habitutde cards

3.4. Distill information from exercise into the Goal Planner form

3.4.1. Debt management tips: Practical Guidance for Financial Coaches - Page 5

3.4.2. Budgeting Tips: Practical Guidance for Financial Coaches - Page 6

3.4.3. Homework tasks: Practical Guidance for Financial Coaches - Page 7

3.5. Fill out Summary Notes form with what happened in the session