Why understanding our clients’ values and purpose is essential before we draft a financial plan?
Values can have a significant influence on an individual's purpose. An individual's purpose often reflects their deeply held values and beliefs, as it is shaped by what they consider most important in life. For example, if an individual values creativity, they may...
What is your client’s communication preference?
As financial coaches and planners, it is vital to understand our clients preferred communication styles. Our clients’ communication preferences will influence how we communicate with them and present information. Furthermore, it gives us an indication of how they...
FINANCIAL POWER IN LANGUAGE
How we see the world is determined by the language we use, the mood we embody, and our bodies. In this article, we will explore how language create our reality of Financial Prosperity.
ACCELERATING FINANCIAL WELLNESS
The following question often pops up in conversations around financial coaching: Do I always have to engage in a formal coaching process that consists of multiple sessions?
FINANCIAL COACHING AS A CATALYST FOR NEW POSSIBILITIES
As financial coaches we see clients seek our services when they are experiencing some or other challenge and/or concerns that they cannot solve or see new possibilities for. For example, they get retrenched or battle to make ends meet.
INTEGRATION BETWEEN FINANCIAL COACHING AND FINANCIAL PLANNING
10 Points of Integration between Financial Coaching and Financial Planning
PURPOSE DRIVEN FINANCIAL COACHING
Last week we explored What is Financial Coaching and I shared the following definition: Financial Coaching enables clients to achieve long-term prosperity by developing the competence to self-correct and self-generate. It is a collaborative process centred around...
WHAT IS FINANCIAL COACHING?
What is financial coaching? Financial Coaching intends to enable clients to achieve long-term prosperity by developing the competence to self-correct and self-generate. It is a collaborative process centred around the client's agenda. The coach uses their tools of deep listening and powerful questioning to help their clients determine the direction, resources, relationships, and self-knowledge required to get them to where they want to go.
hendrik@craffiescoaching.net
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