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What Is Coaching

Each client and their circumstances are different. We deal with every level of income and with people that are in financial turmoil to those that are debt free but are in need of a plan to help control spending and start saving.

Our one-on-one Money Management Consultation and Coaching approach will help you:

  • Establish a plan to get out of debt… and stay that way
  • Learn the importance of determining where your money goes
  • Establish and review your money goals
  • Review vital issues such as:
    • Changing your money habits
    • The importance of communication with your spouse
    • Saving
    • Teaching children about money
    • Making large purchases wisely
    • Insurance
    • Investing for your future
  • Ensure that you develop personal accountability and do not develop unhealthy dependencies on the coaching relationship.
  • Answer any questions you may have with regard to debt management, dealing with creditors, starting a savings plan, and much more.

Sign Up for a Consultation or Coaching now by Clicking Here
Last Updated ( Thursday, 24 January 2008 )
 
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Agreement

Client Coaching Agreement

 

I/We, {client name} agree to make the changes necessary in my/our lives, which will help save my/our finances and secure my/our future as well as my/our relationships, and potentially change my/our family tree.

If I/we have trouble during this life-changing journey, I/we will not go back to our old spending habits. I/We will lean on our family and friends and the proven principles we will be taught by Tranquility Financial Visioning, LLC.

I/We understand that I/we are accountable for my/our actions with regard to all financial decisions, including spending, saving, cash flow planning, debt etc. I/We will not hold any other person, group or organization responsible for my/our success or failure. I/We agree that from this day forward, we are taking control of our financial future.

I/We have read, understand and agree with the policy of Tranquility Financial Visioning, LLC as posted on www.TranquilityFinancial.com

Payment is considered as an electronic signature acknowledgement of this agreeemnt as well as our policy which can be found here: Our Policy.

 

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