The Process

Initial Consultation

  • Explore and identify your personal story.

  • Identify underlying beliefs and attitudes carried forth into your present life.

  • Name the dominant voice influencing your decisions with regards to money.

  • Complete a comprehensive interactive questionnaire.

Session II

  • Review and identify shifts occurring since initial session

  • Explore the deep connection between behaviors and one’s inner child’s  needs

  • Connect spending patterns to self worth

  • Identify new methods of self care other than spending

  • Discuss unexposed attitudes and biases towards those with money

Session III

  • Compile list of inflows and outflows

  • Assess debt and the cost of borrowing/interest rates/due dates

  • Evaluate risks and how to address them

  • Analyze budget to find effective tools for saving

  • Discuss fears relating to money

Session IV

  • Brainstorm on ways to enhance income streams

  • Create a reward system for increased productivity

  • Set short and long term financial goals

  • Assess one’s personal definition of wealth

Session V

  • Review and revise inflows and outflows

  • Create daily, weekly and monthly protocols

  • Evaluate progress and fine tune objectives

  • Set long term qualitative and quantitative goals