Business Meeting

Client Accomplishments

 

LAUNCHED A BUSINESS

Successfully set up business accounts and launched their business including pricing, product offerings, marketing, networking, beta clients, and their first sale

TACKLED PAST DEBT

Paid off Credit Cards and Student Loans and made a plan to be debt free.  They understand the cost of their debt vs other goals.

SAVED FOR FUTURE PURCHASE

Saved strategically to reach a short term savings goal while still paying down debt and enjoying their current day to day spending choices.

INVESTMENT PREP

Prepared for meeting with Financial Advisors about retirement plans to show up confidently and use time effectively.

EMERGENCY FUND

Opened an emergency fund and started saving consistently with specific goals identified. Reached goal earlier than target date

CURRENT SPENDING

Made a confident change to spending choices to support current values.

NET WORTH

Tracked, and then increased, Net Worth via strategic choices in saving, spending and investing.

TAX PLANNING

Estimated future tax bill and saved in advance including making strategic changes to tax withholdings.

INCREASED INCOME

Negotiated a raise.  Successfully coached client through pitching and receiving a 15% pay increase.

SOLOPRENEUR  SALES TRAINING

Coached solopreneurs to grow network and move prospects into and then through the buying process and turn them into paying clients

MONEY CONVERSATIONS

Combined finances with partner and implemented a practice of regular healthy money conversations.

SUBSCRIPTION AUDITS

Reduced fixed monthly bills

HOUSING ANALYSIS

Audited housing costs to make a confident decision to buy, refinance or pay off home.

VALUES EXERCISE

Identify current core values to make thoughtful spending and saving choices and build up habits that support mindsets that in alignment with most important values.

CREDIT SCORE

Demystified credit score take action 
for effective impact in influencing score in preparation of future credit checks.

INCREASED 

Increasing Revenue Streams for Extra Income