FINANCIAL COACHING FOR SERVICE PROFESSIONALS
“I love what I do, but I hate the money side.”
You’re great at what you do. Your clients love you, and you know you are making a difference. You love the independence of owning your own practice. You just don’t love running it.
“I can’t believe it’s tax time again.”
You’d rather stick your head in the sand, literally. Tax time brings a pit in your stomach, tightness in your chest, and a racing mind. Every year, it’s the same scenario… only worse. “Where do I even start?” It takes hours to track down the information. You’re not even sure where it’s all located. So you procrastinate. And honestly…
“Who has time for this financial stuff? I wish I could run my business without it.”
There is a part of you that layers you with guilt for receiving money for what you do. And another part that blocks money from your awareness completely, as if finances don’t really exist. Money creates tension when it’s not running smoothly in the background. You wonder if only there were a way it could go better.
“Sometimes my clients bring up money issues, and it’s hard for me to sit with it.”
And this is a completely different level of discomfort. Because your client’s money stuff is now intersecting with and amplifying yours. “This isn’t my area of expertise. They need to talk to an accountant or a financial advisor.” But the problem here is the numbers people won’t solve your client’s problem. You are the one who knows how to help. It’s just that your stuff is getting in the way.
“Is there a way out of this?”
Actually, there is. And it doesn’t involve you becoming a financial expert. We can approach this from three angles: improve your back office, deepen your understanding of your relationship with money, and provide you with tools that you can use to expand your effectiveness with clients. Because everyone has “stuff” around money.
Here’s what to expect:
Practical solutions for managing your business finances so that you are tracking the income you’ve earned and easily able to report income and expenses at tax time. No more worrying if there’s enough money in your bank account to cover the payment that’s due on Tuesday. Everything is organized and runs smoothly without much interaction from you. So you have time to focus on the work you love –helping people – without all the stress of worrying about keeping the financial side in order.
Transparency. Yes, it means actually looking at what IS. What is happening in the numbers, and what is happening inside of you. It might be a little uncomfortable to face reality and your emotions around money. But this is the path to freedom. Getting it all out there in the open so you can be with it in a different way.
Tools. Together, we will use practical and therapeutic tools developed in the world of personal finance and financial therapy. These tools will help you with your own situation, and you can then use with your clients when their money stuff enters their engagement with you. You’ll be able to sit with them more easily and be effective in helping them sit with themselves.
Contact me now for a free 25-minute consultation or to set your first appointment: (605) 215-0550.