Behind the Scenes: A Real-Life Financial Coaching Session

Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. 

So I was thrilled when a member of our online community agreed to allow me to record a coaching session as I coached her around a financial decision she was trying to make. See, she had asked for input from our online community but received so many different responses she was actually further from a decision than before.

I hope you’ll tune in to this bonus episode and hear how we walk through Lydia’s decision. I share a bit of what pre-work I did before the session and why I approached the session like I did. 

Please pardon the audio quality; this is the first of what I hope to be a number of examples of what a coaching session looks like in real time.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Key Takeaways:

• The clarity required to make a confident financial decision comes not from avoiding the worst-case scenario, but from being fully prepared for it.
• When facing a major financial choice, ask yourself: Am I making this decision from a place of fear or from a place of purpose-driven growth?
• True financial courage isn't eliminating all risk—it's understanding exactly what you're risking and deciding it's worth the potential gain.
• Your relationship with money reveals itself most clearly when you articulate what you believe you'll gain from spending it.
• Indecision is exhausting; a clear “no” is often more empowering than a perpetual “maybe.”
• Financial coaching isn't about telling someone what's mathematically optimal; it's about guiding them to clarity through their own values and circumstances.
• The next time you're stuck in financial uncertainty, remember: The decision isn't the point. The process is the point.