The Process

As your financial coach, my job is to help you define clear goals and create a specific, manageable plan to accomplish those goals. I will provide information about personal finance, guidance around situations you may be facing in your own finances, and tools to create behavior patterns that will allow you to be the CFO of your life! My goal as your coach is for you to become self-sufficient and be able to “graduate” from Toni Mullins’ Financial Coaching. I will be your biggest cheerleader along the way and can’t wait to watch you develop tools to take back control of your life and lead you to lifelong financial freedom!

As a Financial Coach, I will guide you through the process of “Dream. Plan. Practice. Financial Freedom.”

Complimentary Discovery Session

The purpose of the complimentary discovery session is to better understand you as a client, your financial situation, and your goals, to see if my coaching can help you accomplish those goals.

Dream

In our Dream meeting, we will review your Financial Health Checkup and go into detail about your finances. We will then create some S.M.A.R.T. (specific, measurable, attainable, realistic, and time-bound) short-term and long-term goals and identify your “Why.” In order to see where we are going, we must first understand where we are.

Plan

In our Plan session, we will work together on your family budget. We will go line-by-line to build out your budget, which will be your roadmap for success to accomplishing your goals.

Practice

Our Practice meeting will be a follow-up on how your budget is working. We will make any necessary changes to your budget and identify best practices to ensure that you are able to stick to the plan. The number of Practice meetings will be based on the coaching package you select.

Financial Freedom

Once you feel like you have either accomplished your financial goals or that you have all of the tools and confidence to execute your plan independently without coaching, you will then be able to graduate from financial coaching and continue implementing the strategies and behaviors throughout your life as you journey toward financial freedom!

For more information, check out my Frequently Asked Questions or schedule a discovery call today.