FROM SCARCITY TO ABUNDANCE
Financial Therapy
Working with me will allow you to:
Explore your relationship with money
Uncover any limiting beliefs you may have and their origin
Assess your current financial situation
Reflect on your goals and establish priorities
Develop a realistic plan to realize your vision
Optimize your investment portfolio
Move from a mindset of scarcity to an embodiment of abundance
MANY OF US HAVE A COMPLICATED RELATIONSHIP WITH MONEY.
We love it or we hate it. Some of us glorify it, we feel like if only we had more of it, then everything would be so much better. We are led to believe it is the secret to our happiness, yet we can never get there, we never have enough and are stuck in a mindset of scarcity. For others, money is something dirty, something they don’t want to think about let alone talk about. As a result, they tend to stay away from taking ownership of their financial situation. On top of this complicated emotional piece, many of us are intimidated by all the jargon that we were never taught, making us feel incompetent or “less than”.
Where do these beliefs come from? Are they truly ours? Do they reflect our current beliefs and our current reality? What if money was simply a tool – a way to exchange what I offer (my work, my skills, my passion) for something you offer that I would like (a good meal, a ride to the airport, a massage)? Can we remove the emotional charge from its functionality?
And how much do we truly need? What is “enough”? At this very moment – do you have what you need? How about tomorrow? The end of the year? What does enough feel like and how is need different from want?
Stepping away from money for a moment – what are your aspirations for your future? What are things that really matter to you in the short term, medium term, and long term? How and where do you picture yourself in 5/10/20 years? What/who are you surrounded by? What are the things that REALLY will matter to you then? How do you get there? What do you truly need? What role does money play in these aspirations?
WHEN YOU ENGAGE IN FINANCIAL THERAPY WITH ME, I HELP YOU free yourself from limiting beliefs.
As we investigate core beliefs and their origins, we start understanding limiting beliefs and behavioral patterns. Becoming aware of those and reflecting on them gives us the chance to re-evaluate what serves you in your current situation and what doesn’t. From that point of understanding and alignment, we will look at your goals and aspirations – from life-long legacy type goals and aspirations to the nitty-gritty day-to-day, let’s look at it with candor and compassion.
Armed with that information, I will work with you to analyze your current financial picture so we can both understand how you are doing versus your goals and what changes you may want to make, from adjusting spending and saving habits, to optimizing your investment portfolio, I am here to guide you and help you stay on track. Working with me will allow you to not only understand but own your financial future and move from a mindset of scarcity to an embodiment of abundance.
I offer a free 20-minute initial call so we can both assess if we would like to work together.
1:1 COACHING FOR INDIVIDUALS
How can I help you transform your relationship with money?
Financial Therapy & Financial Literacy
Your relationship with money
Investigating limiting beliefs
Letting go of outside pressures
Financial literacy - finance is NOT rocket science!
Feeling into what is enough for you
Visualizing a time when you don’t worry about money - finding ease
Visualizing retirement that fills your heart
Interested in learning more about how we can work together?
Financial Planning with Compassion & Candor
Understand where you are today
Spending Habits - the importance of awareness
Debt - not all debt is equal
The vicious cycle of high-interest debt, fees, penalties
The virtuous cycle - time value of money, the power of compounding
Prioritization - short, medium, long term
Goal setting
Developing a financial plan - emergency fund, college, retirement, other (aging parents) - 3 different packages
Putting plan into action, implementation support
Regular follow-ups
Interested in learning more about how we can work together?
Life Events & Money Mentorship
New Baby, Marriage, Separation, Divorce, Death in the family
All these events materially impact your financial situation
Understanding implications
Terminology - financial literacy
Trade-offs
Developing a new plan
Plan for contingencies
Ongoing support
Interested in learning more about how we can work together?
Ready to take the first step towards financial freedom?
Schedule a consultation today and start your journey towards a brighter financial future.