The Financial Wheel of Life: A Practical Tool for Customizing Your Coaching Ep. 74

As coaches, we often struggle with where to start when helping a new client. Should we focus on budgeting, debt reduction, or long-term planning? The answer isn't always clear, and a one-size-fits-all approach rarely (if ever!) works.
This week, I'm sharing a simple tool that's been a game-changer in my coaching practice. It's called the Financial Wheel of Life, and it's about to make your job a whole lot easier.
Imagine being able to see exactly where your clients are struggling and where they're thriving in just a few minutes. No more wondering if you're focusing on the right things or missing something important.
This tool breaks money down into 18 different areas-things like family, friends, taxes, and long-term planning. When your clients rate how they feel about each area, you'll quickly see where they need the most help.
They might be doing great with saving for retirement but feel stressed about everyday expenses. Or maybe they feel good about their personal money but lost when it comes to business finances. This wheel helps you spot these differences.
Listen in to the episode, then start using this tool right away in your coaching. It works well for first meetings or when you're just starting with a new client.
Links & Resources:
Ultimate Growth Guide: www.financialc...
Join the Facebook group: / 1998009207149990
Financial Wheel of Life: financialcoacha...
The Art of Coaching Married Couples: • The Art of Coaching Ma...
Oola Life: www.amazon.com...
#FinancialCoaching #MoneyCoach #FinancialWheelOfLife #Podcast

[@FinancialCoachAcademy]

Are you ready to take the next step in your coaching journey? Get access to the Ultimate Growth Guide, our private podcast series: www.financialcoachacademy.com/ultimate-growth-guide/

[@theselftaughtcfo]

I love this! I can't wait to incorporate this.

[@FinancialCoachAcademy]

Love hearing it Emily! Keep me posted on how it goes for you!

[@cocozelle1]

I implemented this wheel this afternoon and we had such an amazing conversation full of ah ah moments. Love it 🤩thank you Kelsa

[@FinancialCoachAcademy]

Wahoo!! I love hearing it! Thank you for sharing the impact it had on you and your client conversation! Wonderful!