Financial Coaching

Shift to a higher level of financial mastery

Financial Coaching is a separate 6-9 month engagement that will help you focus on specific issues holding you back. You will gain new competencies that will transform not just your relationship to money, but will translate beneficially to other parts of your life as well.

Once a Comprehensive Financial Plan has been developed, we will help you execute some of the tasks of your plan. However, you may wish to continue your growth and development by signing up for Financial Coaching.

Our unique Financial Coaching program works at a deeper level of mind-body transformation. In addition to holding you accountable for completing all the tasks and goals of your financial plan, we will address your specific money strengths and blindspots in the coaching program. We will help you to develop new habits of mind, heart, and body that will shift you to a higher level of financial mastery. The outcome will be long-lasting and support you for the rest of your life.

MONEY STYLE ASSESSMENT: We will discover your money style and how it affects your thinking, feeling, and behavior with money. We will work to diagnose your money blindspots. And we will determine how to leverage your strengths as we make forward progress. Dr. Margaret’s professional training as an accredited Enneagram professional and Certified Enneagram trainer as well as her experience as the author of the first book on the Enneagram and Money, Money: From Fear To Love, enables her to make clear assessments about her client’s money style.

SOMATIC COACHING: Dr. Margaret blends Enneagram wisdom with a Somatic Coaching methodology to help her clients transform their relationship to money, not just as a theoretical concept, but as an embodied change. Throughout the coaching engagement, clients will be asked to translate their learning into new experiences, actions, behaviors, and patterns of habit. Dr. Margaret’s unique skills enable her to lead clients to embody new levels of financial skill, mastery, mindset and thinking that shifts them to higher levels of prosperity.

OUTCOMES YOU CAN EXPECT: The unique blend of Enneagram Wisdom and Somatic Coaching in the realm of money will
1) Help you break through what has been holding you back
2) Shift you to a new level of financial mastery
3) Make real progress not only with money but other areas of your life

Listen to this fascinating podcast about how we’re affected by old Money Scripts