Live your core: a coaching process

It’s crucial to be clear that our process is not simply a different way to do financial planning. We have built a distinct business model that guides people through the thinking and coaching work that we believe should precede financial planning.

We’re confident that our process is unlike any you’ve encountered to date. We encourage you to set aside past experiences and known solutions and come in for a conversation. Feel free to leave your financial statements at home. We’ll be talking about you, not your external resources.

What happens when you Live your core?

Our process helps you get grounded in what you want to pursue and achieve in life – separate from and beyond your financial resources. For some, the obligations of adult life and family have pushed their passions below surface. For others, they never had a chance to really build out what a dream life might look like. In both scenarios, your vision is typically inside you. We simply need to draw it out.

We help you design or refocus your broader life view and to see it in a highly accessible light. While the process helps you reconnect with your passions, it’s important to know that is simultaneously quite practical. We build a plan to live the way you want to live by replenishing your fuel source and applying it to your life’s work and important relationships.

Personal Insights About Life Balance 637K (MS Word)
Defining True Wealth 550K (MS Word)
Life Transitions Survey 496K (MS Word)

More information about financial planning:

What You Should Know About Financial Planning 284K (pdf)
This CFP® Board of Standards brochure explains financial planning and its benefits. It describes what you should expect and highlights the importance of your role in the financial planning process.

Ten Questions to Ask When Choosing a Financial Planner 280K (pdf)
The questions in this brochure, published by the Certified Financial Planner Board of Standards, will help you interview and evaluate a Financial Planner that is right for you. You will want to select a competent, qualified professional with whom you feel comfortable and whose business style suits your financial planning needs.

Why You Should Choose A Certified Financial Planner Practitioner 168K (pdf)
This brochure from the Certified Financial Planner Board of Standards provides information about the importance of selecting a financial planner that has the highest qualifications and ethical standards.