What’s the Process? – Trident Financial Coaching LLC

What's the Process?

You’re probably wondering what you’re getting yourself into if you decide to go with Trident Financial Coaching. While there is some flexibility depending on your specific situation, here’s what the full version of the process looks like:

Step 1: Determine if Financial Coaching is Worth it for You

Schedule a free 30 minute consultation and/or complete the “Is Financial Coaching Right for You?” questionnaire to help you determine whether it’s worth it to use your dollars on Financial Coaching. The questionnaire is 10 questions, shouldn’t take more than 5 minutes to complete, and will give you an idea of where you should be with your personal finances.

Step 2: Schedule a Comprehensive Financial Condition Assessment (CFC)

Once you decide to go through with Trident Financial Coaching, schedule your CFC. This is the initial meeting in which we’ll dissect your entire financial situation together to assess your starting point, understand your financial strengths and weaknesses, and develop a go-forward plan to get your financial life moving in the right direction.

Step 3: Schedule Recalibration Sessions

Everyone who schedules a CFC gets one Recalibration Session included, with more available if you choose to go that route. The purpose of these sessions will vary with each individual/couple, but the goal is to make sure the go-forward plan is being put into action and effort is being made on your end to make real changes in your personal finances.