7-Step Coaching Process

Discovery
Developing a Deeper Understanding
In this first session, we simply talk about your current financial picture and how you view money. We talk about both your money dreams and your money fears.
Discovery
Goal-Setting
Creating Financial Goals
We set SMART goals which keep the end in mind and build in a system of accountability. We breakdown large goals into actionable steps.
Goal-Setting
Coaching Recommendations
Following A Game Plan
We map out a series of NEXT STEPS to get you moving toward your goals. These steps will address both the practical aspect of finances (i.e. balancing a budget), as well as the emotional aspect of finances (i.e. coping with financial stress).
Coaching Recommendations
Implementation
Putting In The Work
This is where the real fun begins. We work step-by-step through the process on our way to fiscal fitness.
Implementation
Analysis
Measuring Progress
We build in methods that provide constructive feedback in order to measure success.
Analysis
Course Correction
Reassessing The Plan
Your short and long term goals will change from time to time. We update your action plan to account for these changes.
Course Correction
Stewardship
Giving Back
The deepest experience of fiscal fitness is only achieved through wise stewardship. We focus on becoming intentional with how we spend and how we give.
Stewardship

NO LIMITS Financial Coaching

No Matter Where You Live

With today’s technology, I’ve worked with  people from all over the world. Marco Polo is one of my favorite apps to use to communicate with clients. 

No Matter How Much Money You Have

No minimum asset or income requirements. I don’t play that game. Whether you’re trying to start well or finish well, you won’t be turned away.

No Matter What You've Done In The Past

Financial scars from the past have great value when we heed the wisdom they provide. I help my clients overcome the shame of bad decisions and learn how to leverage them to their advantage. 

Ready to Take The Next Step?

Kevin Harrison

Your personal trainer, for your personal finances.

(Visited 50 times, 1 visits today)