1. A brief Question & Answer Session to determine if coaching is a fit for the situation. If the potential client sees value in coaching, then...

2. The potential client gathers their financial information for assessment in a Discovery Session where strategic next steps are recommended, then...

3. If the potential client would like further support and accountability with their strategic next steps, a 90 day Coaching Program is recommended, then...

4. As the client overcomes challenges and identifies new goals, Ongoing Coaching is available for long term success.