Welcome to Money Coaching with me! Watch the welcome video to get the most out of coaching.
Here are your to dos:
TO PREP FOR SESSION 1:
Bring a list of all:
Cash amounts and interest rates (example: $4,000 in high yield savings account, 1.07% interest)
Debt AND each kind of debt’s interest rate (example: Credit card, $2,000, 17% APR)
Your credit scoreÂ
Investment accounts and amounts. (example: Old 401(k), $16,000 invested)
We want to get allll the numbers in terms of cash. Have them ready, either written down or in an excel, but don't send them to me. We will go through the intake together.
Scheduler: Your 6 month round ends on the date of your last scheduled call, and in order to make sure you get your 12 coaching calls scheduled before then, outside of our recurring calls, you can use this scheduler. BOOKMARK IT: https://calendly.com/travelercharly/scheduler If you have to cancel a call, your call will be forfeited unless you reschedule it yourself. If you need to reschedule, just give 24 hours notice when you decline a session and then use the scheduler before your end date. I am also open to doing a 2 hour session depending on my availability. If it shows I am open for 2 hours, check with me first and we can block out a 2 hour session. Only ONE 2 hour session is allowed per 6 months.
TRACKER: Bookmark and fill out your wins tracker here before each call: https://airtable.com/appoMXepN9SYdwO37/pagTedOsRpJNPMhSS/form I will send reminders. If you don't get a chance to fill it out before our call, we will do it on the call together.
Listen to my Podcast, Unicorn Millionaire. Clients who get the most out of my coaching will listen to my podcast and ask me any questions they have from the episodes they've listened to.
Click here to listen & subscribe to the Unicorn Millionaire Podcast on Spotify.
Click here to listen and subscribe to the Unicorn Millionaire Podcast on Apple podcasts.
Other Personal Finance Podcasts I love:
Bookmark my blog, Unicorn Millionaire. I drop hella money gems on there!
Here are my recommended books:
1. Wealth Warrior by Linda Garcia
2. The Big Leap by Gay Hendricks: Upper Limit Barriers are important for redirecting those self sabotaging thoughts that happen when leveling up.
3. The Artist's Way by Julia Cameron will help you heal your creative recovery. While not tied to money, it is a very introspective book with lots of juicy prompts on how to be more creative, stop self censoring so much, and make more fulfilled life choices.
All debt is is that you are paying money to borrow money for something that you cannot or do not want to pay up front for. These videos will transform the way you think aboutt debt as not something to fear, but something to leverage on your early retirement journey.
ROI means Reclaiming Our Intentions with every dollar you spend.
This is for you if you don’t have a spending problem, but you have a problem with spending. This is how you stop feeling guilty about spending and start noticing what’s actually worth it emotionally, practically, and financially.
In this video, I walk you through how to use the ROI: Reclaiming Our Intentions With Spending Tracker using my signature rating system:
➤ Regretful
➤ Orgasmic
➤ Joyful
➤ Neutral
This system helps you identify where your money is going and how it’s making you feel. So you can spend like an investor, not a reactionary version of yourself.
Key Reminders:
ROI is emotional too. Not everything has to "make money" to be worth spending on. But you do need to check if it’s making you feel better—or just distracting you from whatever’s going on in your life.
Outsourcing is investing. If you're doing everything yourself and wondering why you’re burnt out, this tool will show you where to redirect your money toward help.
Overspending on coping mechanisms (like endless happy hours)? That’s a signal that you could be investing your money more intentionally. This tracker will help you gain awareness and pivot.
Take the emotional charge out of spending. You're learning to spend like someone who values their future and their rest.
Watch the video in this module and complete the excel tracker!
The first step to getting on track to building a 6 figure retirement is storing your cash in the right places, boosting your credit score, and getting fuck tons more in cash back with better credit cards.
For more information on the Life Coach School's Self Coaching model: https://www.thelifecoachschool.com/self-coaching-model-guide
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