Financial Freedom Launch Plan

FAQs

Q: I am 100% down to get started ASAP! What happens next?

A: Yay! First, I cannot wait to work with you! And second, give yourself a huuge pat on the back for taking a major step towards financial freedom.

When you’re ready, send me an email (brooke at moneylifementor.com) letting me know you’re ready to get started, and your availability (dates and times) you can meet for the first session.

Once that’s done, I’ll send over your welcome email, which has a few items to kick you off, including:

• Client Agreement to sign

• Pre-Session Action Items - Give yourself a few hours to complete these. They will get you dreaming about fun life things, and are important for making sure you get the most our of our session. I’ll ask you to pretty please finish at least 24 hours before our first scheduled call so that I can review before we meet.

• A Link to Your Workbook - This is where all your exercises, resources, and all that we do together lives. Keeps us both organized.

• A Link to Schedule Our First Session — Don’t worry, you’ll be able to reschedule up to 24 hours before our session if needed.

Q: How does financial coaching and having a money mentor actually work?

A: As your Money Coach, it’s my job to help you become more confident, competent, and in control of your finances.

In short, I help you get organized with your money so that you can start using money as a tool to create your dream life—whatever that looks like for you.

In some cases, this involves unpacking your money stories and working through your self-sabotaging beliefs and habits. Often, it’s about defining your goals and getting a clear picture of money coming in and where it’s going out every month. And, of course, making a plan to ensure your money is going towards what matters.

In many cases it’s all of the above that we tackle together in your program!

The end goal is to get you to the point where you feel confident, organized, and in control with managing your money.

I want you to feel inspired and excited to build wealth and continue this work — whether that’s on your own or with a coach or other professional.

Q: What if I start working with you on a monthly subscription basis, and we find that it’s not a great fit or I need to cancel for another reason?

A: No problem — You can cancel your monthly subscription any time. Just notify me via email. We will close out a final 30 days, and then I’ll wish you the best! If you already paid up front for the 6 or 12-session package, these are typically not refundable. As always, please come to me with any questions or concerns early on so we can figure out how to help you best.

Q: Do you sell insurance or investment securities?

A: Nope. I am not licensed to sell insurance or investment securities — I’m not here to sell you on the hottest mutual fund or whole life insurance policy (ew). I AM here to intro you and help you evaluate licensed professionals who have your best interests in mind and are qualified to help you with whatever you need (accountants, tax professionals, personal trainers, insurance professionals, certified fiduciary financial advisors, etc.) if and when you feel ready.

Q: I don’t think I can afford personal finance coaching at this time in my life. What are my options?

A: In the future, I hope to grow Money Life Mentor so that we have the capacity to offer no-cost financial education. I occasionally have a few income adjusted spots if your annual household income is less than $48,000 before taxes. Send me an email (brooke at moneylifementor.com, or book a discovery call and mention it). You can also follow me @moneylifementor on Instagram and check out my free resources and ask questions.

Thankfully, there are also some free online resources (ones that I have personally used early in my journey) that can accelerate your learning. I compiled 75+ of those personal finance resources here.