Coaching Service Options
6-Meeting Coaching Process. (Usually 3 months. 3 stages, 2 meetings per stage, 2 weeks between meetings.)
Goal: To achieve tranquility and financial stability by using proper household financial management tools, in keeping with family-set objectives.
Confidentiality: The coaching process is personal and all information remains absolutely confidential.
Includes: Meetings, workbooks, and reading material.
Length of meeting: 1 to 1¼ hours.
Between meetings: Clients can be in contact with the coach (as agreed upon between them) to report on progress, ask specific questions, and obtain guidance.
Assignments: Clients receive assignments that enable the process to progress in a maximal way.
Client requirements: Openness to change, cooperation, and an overall commitment to the process, including doing assignments.
Mesila commits: to provide the professional tools for proper financial management suited to each client’s specific needs. One of our professional coaches will walk you through the process step by step until you achieve the desired change.
2-Meeting Awareness Package and Recommendations: (2 x 1¼ hour meetings)
For clients that want something quick and short, and don’t want or need a coach for the full 3-stage process. Try the 1st stage with a coach to get things in order, and keep going on your own. Clients choose this package due to lack of time and availability, a fear, or they are not ready to make changes in the course of the process etc. These meetings usually include things like: expected expenses, brainstorm for income enhancement opportunities, streamline expenses, dealing with debt, understanding an emergency budget and when it’s used, gov’t programs, banks, mortgages, etc. After the 2 meetings, clients may then choose to continue the process with their coach and arrange 4 more meetings.
Newlywed Financial Education: (2 x 1½ hour meetings)
Financial attitudes, proper communication and agreeing on priorities, being proactive about finances, wants vs needs, understanding fluctuating monthly vs. periodic income & expenses and how to build a budget, income and expenses, pros and cons of payment methods and loans, encouragement etc.
Levels or tiers of service:
An experienced coach who has successfully coached numerous families. Coaches are well-trained, highly motivated and very closely supervised by Mesila.
A coach who has experience coaching many families and has demonstrated the ability to successfully navigate more difficult cases. Examples are erratic/unpredictable levels of income, overbearing debt burden, strong income enhancement inhibitions, challenging spending habits, communication difficulties, etc.
A coach who, in addition to all the advanced criteria, has proven themselves to be exceptionally effective, even with the most complex cases. Generally these coaches come with additional supplemental training and/or are especially gifted.