COACHING TERMS
To have a clear understanding of our work together, please read the following:
What can you expect from coaching?
I will give you my undivided attention and focus throughout the coaching session.
The coaching process is designed to help you achieve your personal and professional goals with support and guidance. I will provide you the opportunity to set your objectives.
I will assist you in achieving your goals in life and in your career by posing challenging questions and providing a variety of viewpoints. Everything we discuss will be confidential. Keep in mind that I will always have your best interests and your agenda in mind when supporting you.
The coaching process is designed to help you achieve your personal and professional goals with support and guidance. I will provide you the opportunity to set your objectives.
I will assist you in achieving your goals in life and in your career by posing challenging questions and providing a variety of viewpoints. Everything we discuss will be confidential. Keep in mind that I will always have your best interests and your agenda in mind when supporting you.
What will I expect from you?
Make your coaching sessions a top priority. Together, as a team, we are more effective than one of us would be working alone.
You must be prepared and ready for every session if you want this to happen. Our sessions are designed to get you from where you are today to where you want to be. We welcome feedback. Please let me know how you are finding the process.
Enjoy the process and remember to pay attention to both your heart and your head. Pay attention to what your gut is telling you and your instincts. These reactions have a purpose.
You must be prepared and ready for every session if you want this to happen. Our sessions are designed to get you from where you are today to where you want to be. We welcome feedback. Please let me know how you are finding the process.
Enjoy the process and remember to pay attention to both your heart and your head. Pay attention to what your gut is telling you and your instincts. These reactions have a purpose.
Coaching Sessions
Coaching sessions are conducted by phone, video conferencing program and are scheduled weekdays only as follows: Monday 2 pm - 6 pm (EST), Tuesday - Friday 11 am and 4 pm (EST) and evening session availability Wednesday to 6 pm (EST). I will phone you at our scheduled time at the number you provided or send you a link ahead of time to join me via Zoom. Zoom calls can be recorded if preferred for your personal preference. Treat our sessions together as sacred time for you. Show up fully for yourself, free from distractions in a quiet environment where you can relax, focus your full attention and get the most out of your coaching session.
During Off Sessions
Should you need an “emergency” session before your next scheduled session, please email me at [email protected]. I will respond to your emails and messages as soon as possible.
Session Cancellation Policy
If you need to cancel or re-schedule your session, please do so with a minimum 24 hours notice. Use the booking email confirmation to reschedule or cancel your session. If the Client is going to be more than 10 minutes late to an appointment, please contact me at (914) 266-0354 or I will assume that the session is canceled and the Client will be responsible for the full coaching fee. Any changes or cancellations within 24 hours are subject to a 50% cancellation fee. No refund will be given for late cancellations and no-shows, time will be counted as a one-hour coaching session and Client will be responsible for the full coaching fee.
What you can expect from me as you coach:
- Provide a setting that is free from threat, confidentiality, criticism, providing encouragement, and support, allowing you to be yourself and receive coaching and help to reach your own clarity and understanding in order to find higher-level solutions.
- Listen and ask questions to define your particular issue, challenge, or block. and provide provide information, guidance and support on financial and business, resolve, breakthroughs and solutions.
- Give you resources, advice, and tactics you may use to manage your finances and business status more effectively and achieve the desired outcomes.
- Give suggestions, honest criticism, and serve as a sounding board to expose you to fresh viewpoints, insights, and Aha moments.
- Use advanced coaching tools, effective mindset management skills, techniques and commonsense, practical life experiences to lead you fulfillment new aims and outcomes.
- Offer different perspectives to expand your view of what is possible for you and your life and promote accountable action to support you in reaching goals, actualizing dreams and creating real and lasting change and improvement.
- Be truthful to you and respect your confidentiality.
- Be an on-going resource for you.
As your Coach it is my intention to evaluate your current situation and educate you on how to meet your goals, including recommendations for specific courses of action. As a Financial Coach, I will not give tax, wealth building, medical advise or legal advice. However, I may refer you to professionals in those areas.
By returning the Financial Overview New Coaching Client Intake Form you assume all responsibility for your decisions, choices, actions and behavior during or after this Coaching process. You acknowledge B&M Financial Management Services, LLC, affiliates and staff is not liable or responsible for your actions and that no guarantees or warranties are expressed or implied and that all B&M Financial Management Services, LLC coaching materials and documents are proprietary.
By returning the Financial Overview New Coaching Client Intake Form you assume all responsibility for your decisions, choices, actions and behavior during or after this Coaching process. You acknowledge B&M Financial Management Services, LLC, affiliates and staff is not liable or responsible for your actions and that no guarantees or warranties are expressed or implied and that all B&M Financial Management Services, LLC coaching materials and documents are proprietary.