1: Consultation & Goal Setting:
A one-on-one strategy session is scheduled to identify personal or business financial challenges and goals.
A deep dive into the client's current financial standing, business structure, or investment portfolio is conducted.
2: Custom Coaching Plan Development:
A personalized roadmap is created, outlining strategies for financial freedom, wealth creation, or business growth.
Clients receive an action plan with structured sessions, milestones, and timelines.
3: Coaching Engagement:
One-on-one coaching sessions (physical or virtual) begin with regular assessments and reviews.
Clients receive customized learning resources, case studies, and financial/business tools.
Practical exercises and real-world application of strategies are emphasized.
4: Monitoring, Accountability & Long-Term Support:
Periodic check-ins and progress reviews to track improvements.
Access to premium mentorship groups, financial/investment advisory services, and continued business support.
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