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FINANCIAL COACHING

Financial coaching description:

• We recognize that personal financial freedom is not something that can be achieved by attending a dinner-and-learn or reading a basic handout. It is a process that takes years of work with many challenging steps along the way. With UWOA Coaching, you or your employees will get the resources and advice needed for the journey.
• We recognize that personal financial freedom is not something that can be achieved by attending a dinner-and-learn or reading a basic handout. It is a process that takes years of work with many challenging steps along the way. With UWOA Coaching, you or your employees will get the resources and advice needed for the journey.


• Our coaching is extremely confidential. However, you receive aggregated reports to help you understand what troubles you or your company are facing and the progress being made. These insights serve as the foundation for future conversations about maximizing participation in your company’s benefits and ways to keeps youfocused on work by reducing their stress outside of it.


• Personal Financial Coaching
  • Based on our experience, the generic financial education commonly provided by many advisors and recordkeepers is easily ignored by people as they go through their lives.
  • Our Financial Mastery Program (FMP1000) is structured so that you and your company is provided the literacy needed based on where they’re at in their financial journey. Even a simple doctor does not prescribe the same medicine to every patient, nor do we.
  • Our specific approach will give specific guidance. We get a complete view of what is going on in your life and provide a road map that will create a concrete structure of the road ahead.


• Key areas of Financial leadership

  on personal growth;

  • The quality of your accounting, budgeting and self-auditing
    • A. Who is doing your accounting, who should be doing your accounting, as you grow and scale who will be the next role you will need for your accounting?
    • B. Systematizing your financial eco-system, budgeting and ensuring you have appropriate categories & ensuring your data is quality and actionable.
  • Financial Reporting, what plans to use to measure your growth
    • A. What financial statements should you be looking at and how often?
  • Strategic Planning & Budgeting
  • Key Performance Indicators (KPIs) and Operating Metrics


• When running a company
  • - Compensation Planning and growth mode strategies
  • - How to add bonuses to incentivize your people.
  • - Staff bonus plans, tiered structures, using KPIs to measure non-revenue generating team members, overrides, sales commission, etc.
  • - Equity structures based on value created by a team member, partner, etc.
  • - Equity Earn in structures based on growth and power plays
  • Life style is everything, not just finance, relationships is key, quality of your relationships, your circle of growth vs your circle of pain.


• REMOTE COACHING
  • Everyone has questions about their finances from time to time, whether it’s about the proper amount of life insurance, improving their credit score, saving for your children’s education, or planning for retirement. Youcan call and speak with a Wealth Coach about any personal finance topic.


• PERSONAL COACHING
  • Our personal coaching program matches each of youwith your own coach who works with you to creates and tailors a personal financial plan. The dedicated coach is a personal accountability partner as they work through the plan over the coming months and years.


• ONE-ON-ONE MEETINGS
  • Meeting privately with a wealth coach will provide the best outcomes for you. Our hand-in-hand approach helps you analyze theplan, set priorities, and take action. A friendly face and an open ear can make all the difference when making big changes and tough decisions, about money, relationships and lifestyle.


• GROUP MEETINGS
  • We can provide onsite educational seminars to you and people in your company around specific topics, including building a budget, fixing your credit, buying a home, investing, and navigating retirement. You decide the best dates and times for the meetings— we work around your schedule, not the other way around.