At Wealth Driven Mindset we understand that your situation and goals are unique to you. We’ve designed three coaching programs to meet the needs of most clients, but if you are looking for something specific, just ask. We are happy to develop a program that makes sense for you and your personal goals.
We also provide access to a Financial Coach for situational coaching at a rate of $150/hour.
Wealth Driven Mindset's
Road To Financial Freedom: Personal Path to Reaching Your Financial Goals
This program is ideal for you if you’re serious about working toward financial goals or even the attainment of financial freedom. Whether your goals appear approachable or seemingly unattainable, Wealth Driven Mindset will partner with you to determine where you are today and assist you in setting realistic goals that will be achievable in time.
Road to Financial Freedom focuses on understanding the movement of your cash (cash flow) and implementing proven systems to keep you on track to accomplish the goals most important to you.
This program includes the following:
- Review of your current financial situation, strategies and goals
- Financial Analysis: Financial Coach to complete thorough analysis between two in-person client meetings. (Web conferencing also available via Zoom).
- Second meeting to review your financial analysis, net worth, saving/investment options and tactical action steps
- Client to receive complimentary Wealth Driven Mindset Net Worth Tracker complete with your personalized information
$695
Wealth Driven Mindset's
Stage-of-Life Organization
If you are looking to increase organization and communication as it relates to stage-of-life planning (marriage, divorce, death, end-of-life preparation, career change, relocation, etc.) this program was designed with you in-mind. We work with individuals, couples and families interested in improving communication within current relationships or across generations for end-of-life planning purposes.
Wealth Driven Mindset’s Stage-of-Life Organization program provides clients the framework and support needed to successfully organize and communicate the important information that you feel your loved ones (or trusted contacts) should know more about in advance of life’s significant (and possibly untimely) events.
This program includes the following:
- Review of estate (Assets, Liabilities, Real Estate, Inheritance Strategy, Contingent Dependent and Pet Care Plans, etc.)
- Workshop to discuss communication objectives relating to your stage-of-life transition (e.g. marriage, divorce, death, etc.)
- Analysis: Financial Coach will work with client(s) to determine appropriate organization and communication strategies suited to fit your requests and personal situation. Your coach will also develop a personalized organizer on your behalf.
- Stage-of-Life Planning Review to determine action items and necessary next steps
- Client to receive a complimentary Wealth Driven Mindset Stage-of-Life Planner
- Optional Stage-of-Life Guest Communication Session (additional $200).
Note: Wealth Driven Mindset is unable to produce legally binding documents such as Wills, Living Trusts, Power of Attorney, etc. Please speak to your Estate Attorney or ask us for a recommendation and we will happily put you in touch with someone we trust.
$595
Wealth Driven Mindset's
Comprehensive Monthly Coaching
Are you serious about reaching your goals and staying on track? Are you also someone who needs extra time, support and accountability? If so, this program was designed specifically for you. Our Comprehensive Monthly Coaching provides ongoing coaching to those who prefer to continue support after completing one of our Wealth Driven Mindset programs.
Monthly coaching extends the one-on-one support and accountability to ensure that you complete the necessary benchmarks that are critical to the success of your personal goals.
Our monthly coaching includes the following:
- One hour of one-on-one coaching per month (sessions can be divided into more regular, shorter sessions at no additional cost)
- Personalized coaching and consistent accountability based on your financial and/or organizational plan
- Ongoing development and tracking of progress, shortfalls and new opportunities
- Unlimited access to email support
