Financial Planning Private Coaching Programs

Intensive Coaching Program (3 Months)

Planning Session (Hourly)

Unsure - I will schedule a 15-minute consult via Calendly.

June Start/ August Stop

July Start/ September Stop

Assess Fees & Service Offerings

Build/ Refine Annual Client Service Calendar

Adapt/ Refine Workflows in CRM

Create a Financial Planning Process Timeline

Create Templated Meeting Agendas & Emails

Leverage/ Customize Other XYPN Resources

Other (please specify)