6 sessions over 6 months plus 2 individual coaching sessions
1. Shifting Gears and Taking Charge
find out the ‘need to knows’ to make strategic changes.
Where is your money going, right now?
What is your credit rating?
What is your net worth?
What changes can you make to create a monthly cash flow that aligns with your values and goals?
2. Debt: Kick it for good.
Debt is an element of most Canadians’ finances. It shouldn’t define our financial life. What triggers the use of credit in your life? Develop some counter-strategies. Create a sustainable plan to kick the debt habit.
3. Your Brain.Your Guts.Your Money.
What did you grow up learning about money?
What do you believe now about money?
What is influencing your relationship to money?
Create a strong set of powerful beliefs, designed to empower your mind and increase the likelihood of positive experiences with money – including attaining your goals.
4. Goals, Dreams and your Real World.
By this point, you will have a clear idea of your current financial situation. You will have developed a mindset conducive to moving forward. This session is clarifying your goals and setting things in motion with a realistic, attainable action plan.
5. Making Money Work… while you play golf. or volunteer. or whatever.
Ever left your financial planner’s office still puzzled about what’s going on with your RRSPs?
Ever read a statement and been completely confused?
This is a rockin’ session that will leave you jazzed, pumped, and confident that you get the need-to-knows of putting your money to work for you. No financial products sold, just solid intel!
6. Lasting Change.
By this point, participants have experienced significant and exciting change. This session prepares you to keep on the right path for the long haul. YMbD wants you to keep moving forward financially for the rest of your life!
I’ve got 6 seats left. This program has changed many financial lives … it could change yours.