Holistic Wealth Coaching Process
Step by Step
Step 1: Free Money Clarity Conversation
We begin with a free Money Clarity Conversation.
This no-pressure, no-judgement call is designed to ensure alignment and determine if financial coaching is right for you.
We’ll discuss:
- Your current financial situation
- Areas of stress or uncertainty
- Your short- and long-term financial goals
If it makes sense to move forward, we schedule your Money Clarity Deep Dive.
Step 2: Money Clarity Deep Dive
This is where clarity replaces uncertainty, and a plan begins to take shape.
During this 2-hour foundational session, we conduct a comprehensive review of your financial picture, including:
- Income
- Expenses
- Assets
- Liabilities (Debts)
We also explore your money habits, mindset, values, and goals, so we can start creating a personalized roadmap that bridges the gap between where you are and where you want to be.
You’ll walk away with clarity over your financial situation, and a written summary with actionable steps that you can start implementing immediately. Most importantly, you’ll leave with a renewed sense of confidence and direction.
Step 3: Ongoing Financial Coaching Program (Optional)
For those who want continued guidance, accountability, and refinement, ongoing coaching is available.
This is where clarity turns into transformation and growth.
Together, we:
- Dial in your cashflow plan
- Finalize your account structure
- Automate your transfers and system
- Ensure everything is set up cleanly and correctly
- Pressure-test and refine your system as real life happens
You don’t just implement a sustainable financial structure that supports your goals, you become someone who confidently directs and understands their money.
That identity shift is how lasting change becomes sustainable.
Schedule Your Money Clarity Deep Dive
Your Wealthy Life
There’s more to life than taxes and working. Your true life’s wealth lies in being able to do the things you enjoy, while still maintaining your safety net, paying down debt, making smart spending decisions and steadily investing. Let’s dive in.
Reflect
What experiences bring you fulfillment and joy? What do you value? What are your beliefs about money and wealth?
Dream
What are your goals? What are you actually working toward? What do you want your life to look and feel like? Dream big!
Assess
Where do you stand financially right now? Look at the numbers. How do they make you feel?
Design
Build your personalized “Holistic Wealth Plan” – a cashflow allocation plan built around your values & goals.
Implement
Set up the right accounts in the right roles, and automate your system, so money goes where it should – quietly in the background.
Live
Enjoy your wealthy life without constantly stressing about money.
Evaluate
As your life evolves, evaluate what’s working, what’s not working, and adjust accordingly.
A Clear Process for Personalized Financial Coaching
Although every client’s situation is unique, the overall structure of our work follows a proven framework: the Holistic Wealth Process.
Without stress. Without guilt.
The process is built around YOUR version of a Wealthy Life; defining what that truly means to you and creating a financial system that allows you to live it.
Virtual Financial Coaching – Access Anywhere, Anytime
All coaching sessions are held virtually through video call, making the process convenient and easy to integrate into your schedule.
Between sessions, you have access to support via email, text, phone call or video call. If something comes up or you’re just unsure about something, you’re not left figuring it out alone.
I am based in Colorado and offer limited in-person sessions for clients within driving distance of the Denver-Colorado Springs area, including: Colorado Springs, Monument, Larkspur, Castle Rock, Parker, Centennial, Lone Tree, Highlands Ranch, Greenwood Village, Littleton, Lakewood, Denver, and Aurora.
What Coaching Looks Like
Talking about money, goals, and values is personal. It requires honesty and vulnerability. In our work together, there’s no shame and no judgement. The collaborative relationship is built on trust, curiosity, and support.
Coaching with Holistic Wealth is designed to be engaging and enjoyable, because money should ultimately bring joy to your life. When you control your money, it becomes a tool for opportunity, experiences, and living your wealthy life.
