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Wealth & Financial Coaching For Entrepreneurs
Start HERE: Welcome to Wealth & Financial Coaching With Kaylee
Welcome To Wealth Coaching! Start HERE (1:59)
Getting Started: How to Prepare For Success With Wealth Coaching (1:44)
Module 1: Creating a New Money Mindset
How To Create an Empowering Money Mindset (and why it matters) (3:07)
Creating a Money Healing and Abundance Ritual (optional) (2:15)
Creating a Powerful Abundance Meditation Practice (9:55)
Healing Money Wounds From The Past So You Can Move Forward (11:05)
The 7-Minute Money Mindset Reset (That You Can Use Every Day) (3:14)
Module 1 Summary: Creating a New Money Mindset
Module 2: Money Archetypes and How To Use Them
What are Money Archetypes?
Money Archetype: Manifestors
Money Archetype: Hustlers
One Last Word On Money Archetypes
Section summary
Module 3: Creating Your Wealth Philosophy
What is a Wealth Philosophy? (2:18)
Step 1: Determining Your Values And Values-Based Spending (31:44)
Step 2: Your Energy & Priorities: The Wealth Wheel (28:32)
Step 3: Creating Your Personal Wealth Philosophy: Boundaries, Energy & Goals
Module 4: Relationship Milestones To Support Your Wealth Journey
Schedule Financial Date Nights with Your Partner
12 Financial Date Ideas To Inspire You
Not in a Partnership? No problem! Grab a Financial BFF
Financial BFF Activities
Dating? Money Questions To Ask Early On In The Early Stages
Module 5: Chakra Budget & Balance For Your Financial Foundation
An Introduction To Chakra Budget & Balance For Your Financial Foundation (0:48)
How To Use The Chakra Budget & Balance Spreadsheet (3:05)
Understanding the Chakras And How They Affect Your Budget (2:35)
Cash Flow Meets Budgeting: Creating Target Splits For Your Chakra Budget (7:46)
Module 6: Creating Your Chakra Budget
Root Chakra: Living Expenses (7:13)
Solar Plexus Chakra: Lifestyle Expenses (4:49)
Heart Chakra: Savings and Protection (4:43)
Third Eye Chakra: Investments (6:44)
Module 7: Chakra Balancing Techniques
Introduction: Balancing Your Chakras For Maximum Financial Success
Testing Your Personal Target Splits: A "Real Time" Test For Where You Are NOW (2:38)
Balancing The Root Chakra: Living Expenses
Balancing The Sacral Chakra: Income vs. Self-Worth
Balancing The Solar Plexus Chakra: Lifestyle Expenses
Balancing The Heart Chakra: Savings and Protection
Balancing The Third Eye Chakra: Investments
Module 8: Setting Up a Fail-Proof Financial System
An Introduction To Bank Mapping and How We'll Use It (2:12)
Set Up Your Systems With Automation and Organization (4:46)
Your NEW Cash Flow Relationship: How To Grow With This Course (6:48)
Savings & Protection Strategy
What is the difference between savings and investing?
Assessing your financial Resources
Taking Inventory
Heart Chakra Goals & Milestones
Beyond Savings
Credit Scores
Credit Score Intro (2:23)
How to increase your credit score, quickly!
Things you can do while your credit score is High
Debt + Credit Score Relationship
Debt Payoff Strategy
Debt Tracking Sheet
All debts aren't created equal
Assessing your financial Resources
Taking Inventory
Cash Flow Impact
Unsecured Debt Payoff Plan
Cash Or Credit? Know When To Pay In Full (And When To Finance)
How To Know If A Zero Percent APR Credit Card Is The Right Move For You
Investment Strategy
What is the difference between saving for retirement and investing?
Traditional Investing
Non-traditional Types of Investments
Why Diversification Matters
Assessing your financial Resources
Inventory
3rd Eye Chakra Goals & Milestones
Whole Life Insurance
Retirement
Your Retirement Style & Vision
Assessment of Retirement Needs
Assessment of Retirement Resources
Retirement Goals & Milestones
Legacy Planning
Legacy Planning Checklist
Projecting Different Cash Flow Scenarios
90 Cash Flow Planner
Congratulations and what's next?
Thank you & Congratulations! (1:28)
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Heart Chakra Goals & Milestones
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