Money and emotions
Emotions are the most significant driver behind the decisions we make when it comes to our finances. If we are able to understand and develop a relationship with the emotions behind the decisions we make with money, then we can more easily address and correct spending habits that need to be changed. Our process in the beginning and ongoing is quite different from any other financial coach, in that we place a high priority on this topic and living a more inspired purposeful life.
Your customized road-map encompasses what is important to you. Collaboratively, we will customize a road-map with strategies that reflect you and uphold your goals and your values. Each road-map is accompanied with a detailed set of action plans that is specific to aligning with where you are, who you are, where you want to be and what lies in between.
Once a plan is in place, it is imperative to check in ongoing to monitor progress. We do not review just financials, we engage to talk about life and how everyone has been, in addition to finances. Every client of ours has access to a monthly gathering offered to all clients to gather and circle to engage in professionally facilitated discussion about finances and emotions.
15 MINUTE INTRODUCTORY TELEPHONE OR VIDEO-CONFERENCE CALL:
Free: A quick intro call to get to know you and share what our process is like. We want to understand your current situation to the best of our abilities. This time serves as an opportunity to see if there is a good match.
1 HOUR FINANCIAL CONSULTATION WITH 3 STEP ACTION PLAN
A conversation that mainly focuses on the numbers (income, expenses, investments, spending habits, etc). Before and after that 1 hour consultation, there is a 15 minute consultation. You will receive a detailed 3 step action plan that will help right your financial ship and align with your goals and values.
2 HOUR FINANCIAL CONSTULTATION WITH 5 STEP ACTION PLAN
An extensive and far reaching conversation about finances, budgets, spending habits, emotions, childhood and anywhere else the path leads. This call will require a 15 minute intro call beforehand so I can address prep work that you will be responsible for before our 2 hour meeting. This service includes a 30 minute follow up Zoom call to check in at the 3 month mark.
ONGOING MONTHLY SUBSCRIPTION TO ROOTS COACHING COMMUNITY
$100 per month: Includes the following: -2 times per year: a 2 hour financial consultation with a 5 step action plan. -Monthly gathering exclusive for Roots Financial Coaching clients. Each month, Roots to Thrive hosts and facilitates a structured meeting discussing finances and emotions and how we relate to them. This helps us make more informed decisions about our finances.
After a successful 18 year career as a Financial Planner in the United States, Phil retired with the intention of being a full time dad. Two years and several projects later, including himself, Phil was pulled back to assisting others with their finances. In addition to financial health, Roots Coaching incorporates emotional and spiritual health into our practices. Phil is the co-founder and Director of Business Development at The Roots Program and facilitates mens groups and virtual circles within the Roots to Thrive curriculum. Email me at firstname.lastname@example.org to connect or fill out the form below.