Financial Coaching

Financial Coaching ​- Optimism and Confidence
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Coaching is amazing for detection and identification of your true goals. 
At CDLI we help you clear away the clutter and ensure that you have the beliefs, attitudes and skills to get where you want to go and faster than you would on your own. 

Coaching will enable you to know
  • What you really want to achieve with your life
  • What you need to do to make it happen and
  • How the marketplace can support your actions​
To get you on track fast and easy, we inject our unparalleled expertise in personal tax, cash flow planning and financial strategy knowledge. There will be (mostly) virtual sessions where we focus on how to proceed based on your individual current financial and life situation.
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The Process

Part One

In our first meeting we will review where you are now, where you want to go and what it will take to get there.
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We will also find out what is important to you about money. It may be a strange question, but the answer is not the same for everyone. 

We want this to be VERY clear. So clear you can taste it. When you have that clear purpose, you will have the strong motivation needed to achieve your goals.

​Once we defined your long-term goals - your purpose for making and managing money - we can move on to where you are now in relation to that goal.

We will create a profound assessment of your current financial situation.
​This will inform our discussion of what your needs are and where we want to go.

Part Two

Next, we will prepare different scenarios to show you what the future could look like.

After time to reflect, we'll be in a new session looking at the draft report and possibly adjusting some numbers.

When all is agreed on we produce the final report and review it with you. The report includes action and educational steps to get you started.
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Part Three

In this last part, to ensure that your plan gets implemented, we have 3 months of  follow-up coaching sessions.

The coaching includes taking a deep dive into your mindset around money. We look at your values, beliefs and motivation and make sure they support your plans for the future.

We also consider the action required and break steps further down if necessary, to make sure your plan can easily become reality.
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The work meetings are most efficient virtually - through telephone, Zoom, or other internet streaming services. This gives us more flexibility in scheduling and location - no need to meet in person because issues can be dealt with right there and then.