10 WEEKS TO FINANCIAL FIERCENESS

A high-touch customized coaching program designed to help you achieve your financial goals.

Michelle-Robertson-financial-coach-certi

 DO YOU FEEL LIKE: 

  • Your money is controlling you instead of the other way around?

  • You are spending too much time creating budgets and worrying about your finances?

  • You're not sure what you should be investing in?

  • Despite trying, you don't seem to be saving much money?

 IMAGINE... 

  • You finally felt in control of your money, and you are confident with the spending/saving habits you’ve designed!

  • You had a simple process to manage your money on a monthly basis, that required less than 1 hour of your time per month!

  • You felt confident with your investment decisions because you fully understood your options.

  • You had a method to be saving interest on debt payments and/or watching your contributions to investing growing!

  • You have an investment strategy that is cost-effective and saving you at least $1,000 per year and making money year over year!

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 10 WEEKS TO FINANCIAL   FIERCENESS 

I was super intimidated and overwhelmed when it came to investing. I had a huge fear of losing everything and felt silly because I thought I should know more and better...I've carried a lot of shame around money over the years because money is emotional! Michelle helps you with the practical and the emotional! And she makes it fun!

Michelle is very friendly, personable, and approachable. You get the sense she authentically cares about you and wants to help you find resolution...She demonstrates a high level of professionalism, confidence, emotional maturity and strong interpersonal communication skills.

Michelle was such a good sounding board for me! She asked relevant questions leading to better understanding/clarity for both of us. Michelle is so warm and friendly, I immediately felt at ease with her.

10 WEEKS TO FINANCIAL FIERCENESS CURRICULUM

Week 1: 360 You Review

We kick off this program with a 60-75 minute 1-on-1 call and a deep dive on your container and all the aspects of your life that help and hinder your growth. This is a really fun module; you will learn some things about yourself and get focused on the other aspects of your life that require attention. We will dig into your money story and any limiting beliefs you have. This module will set the stage for goal setting because your financial goals are linked to all aspects of your life and dreams, so let’s get clear!

Exercises: Deep Dive Containers exercise

Week 2: 360 Review

30-minute check-in

Week 3: Take Stock

In this module, you will show me around your financial house in a 60-75 minute 1-on-1 call. We will calculate your starting net worth, and identify specific areas that may need attention. Before we can plan, we will talk about your short and long-term goals so that we can ensure we factor these into your plans! 

Exercises: Wants and Needs Assessment, Short term/Long Term Goals, Net worth starting point, Identify areas to address

Week 4: Take Stock

30-minute check-in

Exercises: Monthly Expense Analysis homework, 50/30/20 Tool

Week 5: Make a Plan

Now that we’ve looked backwards, we can go forwards and make a plan. In this 60-75 minute call, I will guide you through my Financially Fierce Workbook, we will review your past expenses together and discuss refinements, determine your future savings goals and how they fit into your current spending habits. You’re going to have to get really honest here with what you really want – spending money mindlessly or intentionally! I’ll share my personal tips that have kept me on budget for years!

Exercises: Budget homework, Debt repayment schedule (if required)

10 WEEKS TO FINANCIAL FIERCENESS CURRICULUM

This simple yet effective program is designed to empower you to manage your finances intentionally, and set you on a path to financial freedom!

Module 1: 360 You Review

We kick off this program with a 60-75 minute 1-on-1 call and a deep dive on your container and all the aspects of your life that help and hinder your growth. This is a really fun module; you will learn some things about yourself and get focused on the other aspects of your life that require attention. We will dig into your money story and any limiting beliefs you have. This module will set the stage for goal setting because your financial goals are linked to all aspects of your life and dreams, so let’s get clear!

Module 2: Take Stock

In this module, you will show me around your financial house in a 60-75 minute 1-on-1 call. We will calculate your starting net worth, and identify specific areas that may need attention. Before we can plan, we will talk about your short and long-term goals so that we can ensure we factor these into your plans! 

Module 3: Make a Plan

Now that we’ve looked backwards, we can go forwards and make a plan. In this 60-75 minute call, I will guide you through my Financially Fierce Workbook, we will review your past expenses together and discuss refinements, determine your future savings goals and how they fit into your current spending habits. You’re going to have to get really honest here with what you really want – spending money mindlessly or intentionally! I’ll share my personal tips that have kept me on budget for years!

Module 4: Work the Plan

Now that you’ve created a plan that you’re happy with, we’ve got to work the plan! In this 60-75 minute call I will introduce the Cash Flow tracker, which will incorporate your new spending and saving targets and KEEP you on track! I’ve been using this tool for 10 years, and it identifies additional opportunities to put more money away AND plan for sporadic expenditures that arise. No surprises anymore!

Module 5: Make Your Money Work for You

The final and most important module, unless you want to work forever! In this 60-75 minute session, I’m going to guide you through the investing landscape, and review your current portfolio and investing strategy. If you’re new to investing, we will create a structure to get your money working for you right away! I will share with you a simple and cost-effective method of investing that will save you at least a thousand dollars in the first year, and will keep paying returns year over year. You will leave this session confident and more knowledgeable that your money is working and growing for you, without becoming a stock market expert! I will introduce my monthly Net Worth tracker to incent you to track and watch your net worth grow every month!

Module 6: Am I On Track for Freedom?

Last, but not least, in this session we will build your retirement plan! We will take your current situation with all your assets/liabilities and input it into my financial planning software that will allow you to see if you are on the right track for retirement. It will calculate if you’re current savings plans that we’ve just finalized, will adequately cover you at retirement, based on the age you intend to stop working. We can play around with different scenarios so you can see what your options are – retiring early, changing jobs, selling/buying additional real estate.  This final step will give you PEACE of MIND that you are on the right track!

Let me tell you a little secret.  The most important factors to financial freedom are consistency and TIME.  The sooner you make this commitment to yourself, the SOONER your money will literally start working for itself, and the sooner money will not be a hinderance, rather a supporting factor to living the life you want to live!

Michelle-Robertson-financial-coach-certi

ABOUT YOUR FINANCE COACH

Is your financial situation making you sweat? Hi! I’m Michelle, a Certified Professional Accountant and JRNI certified coach with over 20 years of corporate finance experience.

 

I am obsessed with personal financial wellness and acumen. I believe that money does not make you happy, but it can set you free. And by that I mean, it can certainly be an enabler in moving towards a purposeful and happy life.

As a seasoned CPA and certified coach, I am thrilled to be helping others achieve their goals through confidence, self-love, and financial freedom. After working with me you will feel empowered to live your life without fear (caveat: this doesn’t mean you won’t have fear - I still have plenty myself - it means you won’t let that fear guide your decisions and actions). Dare I say, you will become comfortable with doing what scares you; these are the moments where the magic happens.

Can you imagine how good it feels to be financially fierce? Let’s talk!