Financial Treatment

Treatment plans are client specific and based on the agreed upon goals for the course of session work. Generally speaking, a treatment plan may consist of the following processes and concepts:

  • Move out of the money fog - Gaining clarity is the first step in the process. Insight allows one to operate from a perspective based on reality. In regards to money, one needs to be cognizant about the entire financial picture. This includes cash flow, savings, investments, debts, all property loans, income, etc.
  • Take action - The goal is to bring the behaviors of respect, mindfulness, and stewardship to one's finances.
  • Create healthy money habits - The desired outcome is to be in a place of control, ease, and peace when it comes to money.

Generally speaking, money coaching sessions consist of bi-monthly appointments. Session appointments are focused on both process and outcome. Homework assignments, requiring about one hour per week are also required.

Contact our Personal Advocate to help you to find the right provider for your needs.