Karen’s coaching invites you to discover your unique financial path and take action! She helps you answer the following key questions and guides you through some or all of the following steps:
WHO AM I - NOW?
Clarify and Examine My:
Personal Core Values
Attitudes about Money
Spending Habits
Financial Fears, Money Myths
Risk Tolerance
Answer:
What do I really want? What does money mean to me? Why is it important? What is my vision of “Financial Ease”? What does Financial Sufficiency mean to me?
WHERE AM I - NOW?
Gather & Organize Financial Information & Documents:
Income/Expenses
Assets/Liabilities
Current Investments
Insurance
Wills & Trusts
Determine Areas of Financial Risk
WHERE DO I WANT TO GO - 3/5/20+ YEARS?
Clarify & Create Personal Life & Financial Goals - Specific, Measurable, Provable Align My Goals with My Personal Core Values Assess Current Resources to Accomplish My Goals Set My Intention
HOW DO I GET THERE?
Design Specific Strategies Create an Appropriate Investment & Retirement Plan Consider Asset Allocation & Portfolio Diversification Address Estate Planning Issues Answer:
Who do I need on my Financial Team?
What do I need to “Know/Learn”?
Who do I need to “Be”?
What do I need to “Let Go Of”?
What do I need to “Do”?
Anticipate Challenges and Devise Strategies to Overcome Break-through My Self-limiting Beliefs and Habits
Clarify and Examine My: