What is financial coaching? At FocusYOU, coaching goes beyond typical financial planning and advice. It’s about helping you make informed decisions about your financial future. Our coaching ensures you define your financial philosophy and adhere to a sensible strategy. Perhaps more importantly, our coaching helps you identify and maintain the behaviors to help you stay on track.
Professional athletes have coaches to help with their physical conditioning, sports psychology and individual skill development. Actors have coaches that help them with their acting and voice skills. Small business owners and executives hire coaches to help them with strategic planning, marketing and leadership skills. We believe that financial coaching is the key for helping you fulfill your true purpose for money.
So, how do you determine whether you are working with a financial coach? It’s simple: a financial coach helps you answer 'Yes' to the 20 Must-Answer Questions.
Coaching is an essential element of the FocusYOU approach: first, to articulate your true purpose for money; and second, to help you fashion and follow the plan to achieve it.
FocusYOU invites clients to participate in regular coaching sessions with a fully certified and licensed financial coach. While many sessions will focus on specific financial topics, the coaching process aims is to help you and us understand:
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Who are you as an individual?
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What is truly important to you?
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Where do you want to go in life?
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When do you want to get there?
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Why does this approach makes sense for you?
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How are you going to get from here to there?
Coaching occurs at two levels: group workshops and one-on-one.
WORKSHOPS. Group coaching creates a powerful dynamic that only occurs when people are working and learning together. Our educational workshops alter and change the financial lives of participants. The workshops help them define and clarify their purpose for money and broaden their understanding of how financial strategies, markets and products work.
The presentations, hands-on exercises and group discussions help participants make better decisions and insulate them from the hype and chaos created by Wall Street and financial media. Never intended to solve everyone’s financial issues in a single workshop, these sessions help you realize that your financial situation is manageable by following sound financial principles.
At the same time, participants experience the power of the community. Prospective clients get to interact with us without any obligation to disclose personal information or purchase any product or service. The workshops will help you recognize that you are not alone and may actually help you take the first step towards changing your financial life for the better.
View our
calendar to see our upcoming workshops.
ONE-ON-ONE. When it’s time to roll up your sleeves and get to work on
your strategic plan, FocusYOU provides confidential one-on-one coaching and planning advice for each client. Our coaching helps you to create a solid foundation for making sound decisions and beginning a lifelong process to address the ever-changing conditions of your life. Our coaching emphasizes a long-term perspective in all of our work and addresses the following areas:
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Cash Flow Planning |
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Risk Management & Insurance Planning |
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Retirement Planning |
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Tax Reduction Strategies |
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Investment Planning |
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Estate Planning |
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Stock Option Planning |
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Asset Protection Planning |
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Education Funding |
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Small business owner planning |
FocusYOU also helps you stay on track by regularly monitoring your progress toward achieving your specific financial goals and recommending any necessary adjustments along the journey.
To learn more about our group workshops or one-on-one coaching, you can call us at either (650) 684-1199 or (707) 282-3700 or
send us a message.
