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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)
Module 9: Taking Inventory Of Your Savings
The Difference Between Savings and Investments
Assessing Your Financial Resources
Taking Inventory of Your Savings
Recommended Savings Goals and Milestones
Beyond Savings: What To Do When You've Met Your Goals
Module 10: Credit Scores and Your Finances
Your Credit Score and What It Means For Your Finances (2:23)
How To Raise Your Credit Score In 6 Simple Steps
3 Key Things To Do When Your Credit Score Is High
The Debt and Credit Score Relationship
Module 11: Debt Payoff Strategy
Starting Your Debt Payoff Plan
Taking Inventory Of Your Debt
Secured Debt and Unsecured Debt
Setting Your Debt Payoff Goals
Debt Payoff Plan Options
How Your Debt Payoff Plan Impacts Your Cash Flow
Cash Or Credit? Know When To Pay In Full (And When To Finance)
Is A Zero Percent APR Credit Card Right For You?
Module 12: Investment Strategy
The Difference Between Retirement and Investments
Traditional Investments
Non-Traditional Investments
Why Diversification Matters
Assessing Your Financial Resources For Investment Planning
Your current investment inventory
Your Third Eye Chakra and Investment Strategies
Whole Life Insurance
Module 13: Retirement Planning
Your Retirement Style & Vision
How to assess your Retirement needs
Assessing your current Retirement resources
Retirement Goals & Milestones
Module 14: Legacy Planning
Your Legacy Planning Checklist
Module 15: Your Step-By-Step Cash Flow Plan
Your 90-Day Cash Flow Planner (9:42)
Congratulations! Here's What's Next
Congratulations and your Next Steps (1:28)
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Solar Plexus Chakra: Lifestyle Expenses
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