TEAM UP WITH MONEY HEALTH SOLUTIONS

Learn About the Process

I envision a world where people 1) don't get stressed out at the thought of money, 2) can have productive conversations about money, and 3) live intentionally, using their money to support their personal values.

People come to Money Health Solutions because they have something in between them and financial well-being, or what I call money health. I facilitate money health by helping you identify and change financial beliefs and behaviors that may be negatively impacting your money health. I help you think, feel, and behave differently about money.

If you feel stuck, anxious or stressed when it comes to your money, or if you think you want more direction and clarity with your financial life, let's chat. I might be able to help. Schedule a free, no-obligation Introductory Call and tell me about your frustrations and have your questions answered. Whether you choose to work with Money Health Solutions or not, the Introductory Call and Discovery Meetings can help you learn more about yourself (and both are free!).

Money Health Solutions Process

• INTRODUCTORY CALL (FREE) •

This is your opportunity to ask questions and talk about what's on your mind.

• DISCOVERY MEETING (FREE) •

You'll be able to talk in more detail about your concerns and start thinking about your ideal future.

• UNDERSTAND MONEY BELIEFS •

We'll explore what your beliefs are about money and work to understand how they may be impacting your current financial behaviors.

• UNDERSTAND MONEY HISTORY •

We look into your past to learn where your beliefs and behaviors about money started. If there are limiting beliefs, we'll work on changing them.

• PURPOSE OF MONEY & PERSONAL VALUES •

Learn what money needs to do for you and how to use your money to support your important values.

• CURRENT REALITY •

Before heading out on a journey, we need to know where you are. 

• IDEAL FUTURE STATE •

Design your life and your ideal future. Live on purpose instead of reacting to what life throws at you.

• INTERACTIVE PLANNING •

We use interactive software to see if we're in the right ballpark in terms of your current path. If you need to make changes, we have different levers we can play with to manage trade-offs.

• PERSONAL FINANCE SYSTEM •

We spend some time to implement your personal finance system that lets you live your life without becoming a personal finance expert.

• FINANCIAL PLAN SUMMARY •

A plan summary is a document that highlights everything we've worked on together. It can help ground you when you are feeling stressed out about financial decisions.

• ONGOING PROCESS •

The ongoing process of planning is more important than the plan. In this optional process, we meet quarterly to check in on your progress and update your plan as life happens.

© 2019 by Money Health Solutions, LLC

  • RSS - Black Circle
  • Instagram - Black Circle
  • Facebook - Black Circle
  • Twitter - Black Circle