Programs

There are several Financial Coaching programs available to clients who have completed a Clarity Session. The programs may vary slightly from the description based on a client’s needs, and the length of each program varies based on the client’s availability. Accountability and one-off coaching sessions can be scheduled based on coaching recommendations and client agreement.

The overarching goal of all Picture It Personal Finance coaching is to educate clients on core financial concepts, establish personalized plans that deliver results aligned with client values and definitions of success, and to challenge limiting beliefs the prevent progress toward these goals.

The Big Picture Program

Cost: $900 – Pay $150/session at time of scheduling for six sessions.

Session 1: The End from the Beginning

Unearth your deepest motivations, catalog your top values so that you can align your spending, and calculate your personal financial security and independence numbers.

Session 2: Pay Yourself First

Understand your specific savings needs for emergency and sinking funds, then cover the basics of retirement and calculate your savings rate and how this ties back to retirement. 

Session 3: Understand your Money Mindset

Intentionally define your success indicators and unlock limiting beliefs about money. Then explore emotional triggers that may derail your efforts and discuss power of generosity.

Session 4: Investing 101

Introduce investment basics including assets, liabilities, and investment instruments. Determine your risk appetite and consider appropriate passive income sources for your lifestyle. 

Session 5: Tackling Life Changes

Set 3-, 6-, and 12-month goals, and discuss how these are used to shape your response to an emergency, crisis or unexpected windfall. 

Session 6: How Far You’ve Come

            Calculate your net worth, then discuss progress made and tips for tracking future progress.

The Career Reboot Program

Cost: $600 – Pay $150/session at time of scheduling for four sessions.

Session 1: The End from the Beginning

Unearth your deepest motivations, catalog your top values so that you can align your spending, and calculate your personal financial security and independence numbers.

Session 2: Pave the Way

Understand your specific savings needs for emergency and sinking funds, then use these to calculate what you need to pave a “runway of savings” that can carry you through the career transition.  

Session 3: Transition Goal Setting

Establish intentional goals that strengthen your likelihood of success. Start by defining your future workplace in high definition, then set goals for networking, education, and practical experience within the field you are now targeting.

Session 4: Tackling Imposter Syndrome and Doubt

Explore the thought loop, self sabotage, and overcoming doubt by staying focused on your goal and the Seven Principles of Success.