Coaching Fee Only Financial Planners

Are you ready to get out of your own way and into your ideal financial planning practice?

INDIVIDUAL COACHING

Does this sound like you?
  • It's time to move my financial planning practice to the next level and I'm stuck.
  • I know I want to make big changes but I don't know where or how to start.
  • I start projects well, but struggle to complete them.
  • I need to make more money but I don't have any more time.
  • I know what I need to do but I cannot make myself do it.
  • I have so many ideas and don't know what to do first.
  • I'm so very stuck.
  • I need another three hours a day just to keep even.
  • I can't tell if I'm the fireman or the arsonist in my life (I may be both).

Getting Started

Planners who are just starting their businesses have huge lists of tasks to accomplish. Many of those tasks are unfamiliar and some are even scary. It's hard to know how to prioritize. It's tempting to let the scary or boring stuff slide. There are few built-in systems of accountability, since it's often just you doing everything. I can help you figure out where to start and keep you doing the scary/boring but necessary tasks.

Established Businesses

Planners whose businesses are established are so busy working IN their business that they have trouble making themselves take the time to work ON their business. Businesses without guiding vision from the owner will develop problems. I can help you prioritize working ON your business so you can build your systems, and take the overwhelm out of having an established business.

Building a Team

Knowing when to add people to your team is challenging. Adding the right people, assigning them the right duties, and then integrating them into your existing business is a whole other level of challenging. I can help you figure out which position to create first, whether to offer contractual or employee positions, and how to interview for the intangibles that you need (sense of humor, integrity, collaboration, and self starting).

Grow your Business

Business growth is difficult to manage. Grow too slowly and you are in financial trouble; grow too quickly and your systems crash leaving you overwhelmed and your customers underserved and unhappy. I can help you identify issues in your prospect pipeline, prioritize scaling your systems to handle growth, determine fees, and decide when you are full and need to open a wait list.

Succession Planning 

When it's time to start planning your exit from your business, there are as many questions to answer and tasks to complete as when you first opened it. It's overwhelming and exhausting.

*Do you want to sell your practice:
  *To a person who works with you already?
      *How do you find, vet, and prepare that person?
   *To a local firm?
   *To a national business?
*Do you want to sell your client list to other advisors?
*What's best for your clients?
*What's best for you financially?
*What's best for you in terms of your continued involvement - do you want to:
   *phase out slowly    
   *be done working all at once?
*What do you need to change to make yourself more attractive to prospective buyers?

I can help you define what your specific needs and goals are for your unique succession plan. We can work together to sift through all of the many options and pick a path that suits you.

Let's get Started

​Let's work together to define your unique and powerful goals and identify and prioritize the steps you need to take to get there. I'll help you ID roadblocks and ways to dismantle them. I'll gently call bullshit when you need that, with a sense of humor and no judgment.

​​I offer a complimentary Get Acquainted appointment (actually, I insist on it; I don't want to waste your time or mine on coaching that doesn't meet your needs) so we can determine together if there is a fit between what I do and what you need. Hit the button below to schedule one.

ANNUAL PLANNING RETREAT

What business development goals do you have for next year? What did you hope to get done this year? How's that going?

You can jump-start your financial planning practice development with a thoughtfully prepared and well executed planning retreat. The end product is a clearly defined written strategy created specifically for your business. It includes:
   * measurable goals
   * interim steps toward those goals
   * due dates
   * a system in place to track progress
   * staff people (if you have them) who are excited about the goals and clear about their roles in          meeting them

​Email me to schedule a time to start planning your annual planning retreat. Fees vary depending on the complexity of your needs.

Fees

A six-call coaching package in 2025 is $2,400.00. You can renew your coaching package for  as long as we agree it's useful for you. Rates are guaranteed until the end of the year.

Why Me?

You won't need to spend time teaching me what you do.
​I've been coaching fee-only financial planners for over two decades. I ran the training program for the Alliance of Comprehensive Planners for about a decade. I supported my husband throughout his financial planning business life cycle. 
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​I specialize in helping you clarify exactly what your goals are, which makes it much easier for you to know whether you're on track.   If you know what you want/need to do and just cannot make yourself do it, I am masterful at getting you unstuck.

Logistics

I request an initial six-call commitment from coaching clients.  Most clients benefit from twice-monthly calls but your situation may need a different schedule.  Click HERE to schedule your FREE GETTING ACQUAINTED APPOINTMENT.

​Email me to learn more.