FAQ

 

What can I expect in working with you?

I provide a confidential safe space where we discuss ALL things money.

See my coaching packages for women in transition, individuals or couples and families with college cost planning for more details. We will first go over the WHYs on what you do with your money. In the following sessions, we’ll discuss the HOWs with tools to get you to your WHATs.

Are you my accountability partner?

For a time, but ultimately, my goal is to make you accountable to YOURSELF.

I will send you a follow-up email within 48 hours of each session that includes a summary of what we discussed and your action steps to complete prior to our next session.

Taking the action steps requires effort on your part besides just “showing up.” You’ll empower yourself by completing it each week, knowing that you’re taking charge of your financial future.

What kind of commitment do I need to make?

I want to work with those who WANT to make changes in their lives and are willing to make the time and do the work. Don’t contact me because you “should,” contact me because you are ready.

How do we get started?

If you would like a little more info and/or share with me your money worries, you are welcome to schedule a free 20-minute call. You talk, I’ll listen, and I’ll let you know how I may be able to help you and answer any questions you have on my coaching packages and/or process.

What is the cost?

For financial coaching for women in transition, individuals, or couples, the cost is $175 per session. There are six sessions. There is an initial deposit of $175 required upon booking that will be credited on your sixth session.

For financial coaching for families with college cost planning, the cost is $200 per session. There are eight sessions. There is an initial deposit of $200 required upon booking that will be credited on your eighth session.

You will be billed directly after each session is held.

I offer one coaching package pro bono quarterly. If you would like to apply, please email me at maggie@makeamoneymindshift.com.

Ongoing financial coaching is offered if desired once you have completed one of the financial coaching packages.

Do you offer financial planning?

I offer ongoing comprehensive financial planning as a separate service once you have completed one of the financial coaching packages. Cost depends on complexity of your financial situation.

What if I'm not getting out of it what I wanted?

What you put into it is what you get out of it, so I encourage you first to take a step back and ask yourself WHY you do not think this is working. Are you giving yourself time and putting in the effort, including taking the action steps outlined after each session? Are you going to go back to what you were doing before (which is why we started working together in the first place)?

If after answering those questions you still would like to end our coaching early, just let me know. Any deliverable that I’m working on for you at that time will be sent to you, and the final fee billed to you will be prorated on our time together.

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Are You Feeling Financially Well?

Take this short 6-question quiz and receive some tips to find out what can improve your financial wellness, and you'll also be subscribed to my weekly email!

Disclaimer

Make A Money Mindshift, LLC is a registered investment adviser in the state of Illinois. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.