Question 1

What is the process for money coaching?

Accepted Answer

The Core Process is a step-by-step methodology to explore a client's money history since childhood, family of origin messages and modeling around money, and the client's own "money archetype."  The purpose is to understand the subconscious yet powerful beliefs and patterns driving a client's current relationship with money. Through the combination of one-to-one coaching sessions and assigned "homework" (exercises for self-reflection and light reading) clients gain awareness, clarity and tools for change.  The outcome is a healthier, more intentional and peaceful relationship with wealth. For many it is a life-changing experience.

Question 2

Do you have to have a certain level of assets to become a client?

Accepted Answer

No. Although I specialize in issues related to individuals with high incomes and high-net worth, anyone who wants to improve their relationship with money and is willing to commit to the process is welcome to get in touch.

Question 3

Do you offer financial or investment advice?

Accepted Answer

No. I am not a financial advisor and I do not provide financial or investment advice.

Question 4

Will I have to disclose financial information?

Accepted Answer

No. There is no invitation or need to share “numbers” about your and your family’s financial situation. Clients are asked to share their experience of life events, childhood memories and family stories related to money but not financial details.

Question 5

Do you coach financial advisors?

Accepted Answer

Yes! Financial advisors are encouraged to cultivate a clear understanding and balanced relationship with their own wealth to optimize their ability to advise a wealthy clientele—particularly around the ‘soft’ issues of managing wealth.

Question 6

Will coaching sessions be done in person or remotely?

Accepted Answer

All coaching sessions are done remotely via Zoom and there is flexibility for different time zones.

Question 7

How do you get paid?

Accepted Answer

I work on retainer for the core process (see question 1) and an hourly rate for any additional coaching sessions that are requested by the client.

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