Group Coaching
Imagine the synergy of a small group of women talking, brainstorming, sharing and growing together. Not just women, but single women who are experiencing the same roadblocks, fears and life issues you are facing. You are all committed to growing, empowering yourselves and moving forward.
After completing this information packed, 8 week teleclass series, you will have the tools and direction to gain control of your finances. We will cover key components in building your wealth with a solid foundation. You will walk away from this class, empowered to move forward, with an understanding of your complete plan.
If you are unsure how to begin building your wealth, this is a must attend course!
Each class will be held once per week, for one hour each session. Enjoy the convenience of this teleclass series, which requires only a telephone. No commute and no
dress code! Call in from any convenient location.
Here is the outline of what we will cover in 8 weeks.
Week 1-
Your financial mindset. This is the beginning, and most misunderstood, aspect
of your financial picture. We will cover your belief system with regards to money, the psychology of money and how to change those old patterns.
Week 2- The starting point of your money matters. We complete a balance sheet and income statement (don't let those scare you; I will walk you through how to complete these vital statements). We fill out your current expense report (privately, of course) and determine where you are starting from. This is the first step in your financial roadmap, your starting point.
Week 3- The roadmap continues. We determine where you want to be at retirement and work those numbers together. We put a plan in place and set up your new direction.
Have you ever sat down and figured out what you need to retire? Now's the time.
Week 4- Let's say goodbye to credit card debt. We put a debt consolidation plan in place and discuss the lifestyle changes necessary to move forward. You will have a concrete plan in place to rid yourself from this stress forever!
Week 5- Credit scores demystified! Understand how to improve your credit score, the importance of improving your score, some of the common myths about your scores and much more. Having a good credit score will save you thousands of dollars over time! It just is not an option to have a poor score in today's environment. I'll show you how to raise, and keep, your credit scores up.
Week 6- Getting back in the work force and unsure what to do? We will discuss, what I call, your 'Wisdom Tree'. Using your unique skills and talents to maximize your income, while allowing the lifestyle you desire. Aligning your income stream with your personal values is key to your happiness.
Week 7- A unique opportunity to speak with a Certified Financial Planner and ask those questions you always wanted to ask. As my guest speaker, our financial planner will answer your questions and discuss the necessary steps to take control of your money matters.
Week 8- We wrap up the foundational start with the discussion of an estate plan. Don't make the mistake of thinking that a Living Trust is only for the wealthy! My guest speaker, an Estate Planning Attorney, will discuss the various options that are available to you, which one makes the most sense for you and why you should have one in place.
You will also have the opportunity to email me your questions, which will be addressed with our guest.
It's time to put a plan in place! Sign up today and take the first step in taking control of your money matters. Your investment: $495.
Email Patti for the schedule of upcoming classes and for more information at patti@wisdomwithinyou.com.
Sign up here.
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