Whether you are brand new to financial counseling or have already taken steps toward financial wellness, knowing how to get the most out of your sessions can make a world of difference. I believe that every session should feel purposeful, empowering, and focused on helping you reach your unique goals.
Here are a few key ways to maximize your counseling experience:
- Come with a clear goal:
You don't have to have everything figured out before your session, but it helps to think about what is weighting on your mind. Ask yourself, "What keeps me up at night financially?"
2. Be honest, even when it's uncomfortable:
There is zero judgement in our conversations. If you are behind on bills, overwhelmed by credit card debt, or just don't know where to start, you are in the right place! Honesty helps us build a plan with your real numbers so we don't waste time on strategies that don't serve you!
3. Track your wins and setbacks:
Small progress is still progress. Did you say no to a purchase you didn't need? Have an unexpected expense?
4. Use the tools we provide:
clients who engage with the financial counseling resources between the sessions, tend to see faster results. If something overwhelms you, we will change strategy.
5. Stay consistent and committed:
one counseling session won't fix everything. It's not meant to! Just like physical wellness, financial wellness takes time. Showing up, even when it's hard or progress feels slow, is then true growth happens.
6. Celebrate progress, not perfection:
Sometimes progress looks like paying off a credit card. Other times, it looks like facing your real numbers, without shame.
Your money can feel easier, more peaceful, and more powerful
Let's make that happen, together! Schedule a financial counseling session today!