Are they offering a service that you are interested in? You want to make sure that you are working with someone who will respect you, your money and your goals.
Each coach has their own story. Learning this information can give you a glimpse how you might click with each coach.
We ask our clients to be open to the process. Sometimes change is necessary to move things towards a goal. We also expect our clients to be open and honest about their situation to give the coach the best opportunity to assist them.
All of Evergreen Financial Coaching clients are set up on a plan with defined goals. Many clients meet the primary goals and set additional goals as they move through their coaching process.
The majority of our coaching sessions are done through zoom. We start each session with a plan, discuss the path and end each session with an update to (or additional) goals.
The goal of a coach at Evergreen Financial Coaching is to "graduate" their client. If the coach did everything for the client, the client would not learn and would be dependent on the coach.
For married couples, we have found that the process is most successful when both parties are included on the coaching calls. We do understand that there are special circumstances and have given exceptions in these situations.