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SeeMoreMoney-Foundation: Jump Start Your Financial Life
Like everyone, youll come to money coaching with specific, unique needs and objectives. The SMM-Foundation process takes just three hours, but it will meet those needs in a customized, personal way that will bring you a greater sense of financial power and confidence than youve ever had.
Homework | Initial Session | Followup Session | Cost
How does SMM-Foundation work?
When you call me to set up your SMM-Foundation sessions, Ill answer any logistical questions you have, and well schedule two sessions, the first for two hours, and the second for one hour. We can conduct these sessions at my office in Denver or over the phone from anywhere in the world.
Before the first session, youll have the opportunity to begin gathering your Money Foundation information by digging into your current situation, beliefs, and needs. Ill give you two short projects as homework before our meeting:
YOUR FINANCIAL STATEMENT (optional):
Can you tell me where you currently stand financially? Ill give you a one-page financial statement format you can use, if needed. Youll either come in with a clear statement of your net worth, or thatll be our first order of business when we meet.
YOUR MONEY COACHING NEEDS:
Second, Ill send you a number of yes/no questions that give us both (or the three of us, if youre part of a couple) a sense of where you are, what you know, and what you need. Your answers to these questions will help me know where to focus as we jump start your financial life. We may be working on cleaning up financial problems, or you may be sailing along, ready to maximize your financial returns. We may work on planning your future, or on making the most of your financial legacy. Well personalize our work to strengthen your MoneyFoundation right from the start.
SESSION ONE (two hours):
This session may include any or all of the following:
- reviewing in more detail, your answers to the homework questions
- creating your financial statement, if needed
- clarifying your financial goals
- identifying financial knowledge gaps
- giving you key money information to move you forward
- coaching around your money beliefs
- building your confidence in your own ability to guide yourself financially
- deepening your connection to your money so you feel empowered around money |
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SESSION TWO (one hour):
Between sessions, you will have homework, tailored to your needs. Youll be exploring your own financial situation, educating yourself about financial matters, and absorbing what you learned and felt in the first session.
With a fresh perspective, we come back together for a follow-up session within three weeks of the first session. During the third SMM-Foundation hour, well celebrate your gains to date, answer questions that came up through your work, and strategize next steps.
After the second SMM-Foundation session, some clients choose to enter a longer-term coaching relationship through SeeMoreMoney, while many feel well-equipped to move forward on their own. SMM-Foundation has the potential to jump start your financial life, build your confidence, and transform your experience of money
in just three hours.
Ready to SeeMoreMoney? Call me now at 303-699-5525.
What is the cost of the SMM-Foundation Process?
The total cost for the two sessions is $450. That's it! Nothing else. No hidden costs. No investment or insurance products. No high-pressure sales pitches. Additional MoneyCoaching services are available, only at YOUR request.
Ruth Lane-Wierzba
Denver, Colorado, USA
ruth@seemoremoney.com
303-699-5525
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