149. How to Make Financial Progress Visible

About this episode

The episode discusses the importance of making financial progress visible for clients in coaching relationships.

Coaches are really good at helping clients build plans, organize their money, set goals, and adjust their behavior. These are excellent things. But something that comes up in almost every coaching relationship, usually several months in, is this: “I think things are okay. I mean, we're getting by. But I don't really know if we're ahead or behind.” The client is still doing the work. Still showing up. Still trying. But the enthusiasm isn't what it was, and they can't quite tell whether any of ...

People in this episode

Host: Kelsa Dickey

Topics covered

• financial progress
• coaching
• client goals
• money management
• behavior adjustment

Keywords

• financial progress
• coaching
• money organization
• goal setting
• client engagement

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