Personal Coaching
We believe in helping you build a solid foundation for your financial journey. We work with you to create a customized plan to take you from where you are today to where you want to be in the future.
Building wealth is a journey that happens in phases, it is not a quick win.
Each phase is unique. Together they create a continuous cycle of growth and progress with accountability.
Phase 1:
Refocus
This phase is the foundation building phase. Giving you clarity on your finances. Whether your goal is paying off debt, saving or just managing your money with confidence, you need a clear picture to achieve your financial goals.
How to Get Started?
- Schedule
- Complete your Prep work
- Prep is reviewed and an actionable plan is created for you
- 2-hour session to discuss your plan and decide what your next steps should be
Phase 2:
Gain Control
This is your action phase creating stability. This is where coaching is powerful. You’ll be building new habits and putting systems in place so you have control over your money.
Next Steps:
- Define your WHY
- Set goals that matter to you aligning your goals to your values
- Determine what process will keep you motivated
Life happens. Even though you have a plan, life happens and it won’t be perfect. So when adjustments need to be made, I’ll be here to guide you.
Phase 3:
Plan
This is where the dreaming really starts to happen, you can see the possibilities.
Imagine when…
- You’re not “winging it” you have an actual plan
- You aren’t worrying about the “what if’s” anymore
- You are spending on what you value most
The Transformation
Accounability and Growth will move you closer to where you want to be in your financial journey.
Testamonials
“I never worried about money because we always had enough. Then life happened, and I was afraid we would end up on the street. That first session Wendy asked questions, my fears, my expectations what was important and what was negotiable. She made suggestions I would not have thought about. We created a plan, made adjustments, and fine-tuned it to my needs.”
LM
“Wendy was patient and helped me to fully think through all aspects of my finances. She created a safe space for both her and I to adequately assess my budget. Wendy helped me to change habits and perspectives that were not productive. I can say that after three months, I feel more confident and better prepared for my future because of the process I went through with Wendy! ”
Laura
Ready?
Schedule a meeting today with Wendy Healy.