Financial Consultation

$100.00

Just like when we seek out medical advice when something hurts, in the same way you can seek the advice of a financial doctor when you’re having financial problems. How do I know if I need to consult with a financial doctor? A financial consultation is different from a coaching session. In a consultation the patient talks about the symptoms and the coach prescribes a solution to that problem. In a coaching session, the coach seeks to deeply understand the financial situation of the person or family and show them the changes that need to be made in order to bring peace into their finances and live a life without financial worries. A certified coach ‘s main objective is to bring real immediate results to the patient whether that be through coaching sessions or a one time consultation. In other words, you’re buying 30 minutes of time with an expert and you can use that time as you like for something very specific or general guidance. Fee: $100 Length of time: 30 minutes Time: Once you’ve completed your purchase we’ll get you in touch with the coach and from there you can set up a time directly with the coach.

SKU: dpconsult Category:

Description

Suggestions for a successful consultation: 

  • Be ready to go a few minutes before your scheduled time to meet with your coach because time starts counting down at the agreed upon time. If you are late you will lose out on valuable time with your financial coach.
  • Have everything you need with you about the specific topic you want to cover with your coach. Bank statements, documents…whatever you need so that your coach has a grasp of your situation and can give you sound advice.
  • We are presenting you with a trusted professional that we know has the knowledge and experience to give you a solution to your problem. However it’s up to you to accept their advice and follow the steps they prescribe.
  • If you as the financial patient do not show up to your appointment, there will be a $50 rescheduling fee.
  • You can reschedule time with your coach up to 24 hours before your appointment. After that, the rescheduling fee will apply.