Methodology
The five stages to Financial Freedom
1. Focus
Here, we get organized. How much are you making and spending? How much do you owe? “I don’t know” is replaced with “I know exactly”.
2. Foundation
It’s planning time. What’s your big vision? We make a practical plan (with numbers and timelines!) to get you there.
3. Freedom
Now that you have clarity and a plan in place, we help you take off the training wheels and get into action. We work on your money mindset and limiting beliefs, to break through blocks you run into when it comes to forming healthy habits and implementing your plan.
4. Flow
We help you go to the next level from great financial health to truly mastering money. Once flow sets in, you’re walking your talk and living with purpose and ease, moving more effortlessly through your life. Money is a tool, not a currency.
*5. Fun
While working on your finances is “serious” and can be daunting, we make it playful — both during our process, and for your life. Our clients learn to play and experience joy around money.