Your Financial Coach
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Deborah W. Ellis, CFP®
Financial coaching means providing regular one-on-one sessions with you, my client, in order to help you attain performance improvements to meet goals mutually set by me, your coach and you, my client. ... Coaching is well suited to asset building programs because you often need encouragement and support to adhere to positive financial behaviors.
Just like any professional coach, I help you see beyond what you see as possible for yourself. Like a life coach, I take in consideration your lifestyle and life behaviors to balance out your goals and desire.
Where I differ is that I'm also your financial advisor, so I focus on your overall financial health and well-being, not just your life goals.
As your coach, I automatically include your customized financial plan within your financial coaching program. Where creating your financial plan ends, the coaching process begins, helping you put that plan into action. I help you persevere through those emotional barriers and blocks that have held you back before. As your trusted financial advisor, you'll be able to come to me to answer questions of your life changes that may affect your financial plan and direction. And if that's not enough, if you desire, we can take the work out of watching your investments perform under our watchful eye. Of course this is not included in our financial coaching package, but because it's available to you, it streamlines the process and makes communication proceed smoother. So this "we do the work for you" process is called investment strategies or assets under management.
Another important element of your coaching program is that I do many things to keep you in the financial mindset and financial coaching conversation and include the following benefits to my financial coaching process:
Just like any professional coach, I help you see beyond what you see as possible for yourself. Like a life coach, I take in consideration your lifestyle and life behaviors to balance out your goals and desire.
Where I differ is that I'm also your financial advisor, so I focus on your overall financial health and well-being, not just your life goals.
As your coach, I automatically include your customized financial plan within your financial coaching program. Where creating your financial plan ends, the coaching process begins, helping you put that plan into action. I help you persevere through those emotional barriers and blocks that have held you back before. As your trusted financial advisor, you'll be able to come to me to answer questions of your life changes that may affect your financial plan and direction. And if that's not enough, if you desire, we can take the work out of watching your investments perform under our watchful eye. Of course this is not included in our financial coaching package, but because it's available to you, it streamlines the process and makes communication proceed smoother. So this "we do the work for you" process is called investment strategies or assets under management.
Another important element of your coaching program is that I do many things to keep you in the financial mindset and financial coaching conversation and include the following benefits to my financial coaching process:
- Weekly Inner Circle Wealth Building Call
- Monthly The Financial Update Newsletter
- Unlimited Texts or Email questions
- Updated White Paper on the latest goings-on in the Financial World
- And of Course, Your Private One-on-One Financial Coaching Sessions