Beyond The Core Process

Congratulations!

Now that you have completed the 4 Step Core Process, it’s time to really step into your money power, flex those newly empowered money muscles and start creating some new EMPOWERED money behaviours and habits.

Please see below for options as to how we can continue working together to transform YOUR relationship with money

PLEASE NOTE: We prefer that all clients commence working with us by completing the 4-Step Core Process and then undertake the following offerings. We believe at She Wealth that in order to create long-term change, it is crucial that we both truly understand your money patterns and behaviours that were hardwired in childhood and beyond. First, we need to “name” what is, before we can hope to change it and create long-lasting change.

Packages

Ongoing Money Coaching

  • Work together on a month to month basis to address the challenging emotions, patterns and behaviours identified in the Core Process. Sessions can be weekly or fortnightly as preferred. Minimum commitment is one month at a time – ongoing coaching is available for as long as required.
  • Please contact She Wealth for coaching package options

Wealth Strategy Review

  • An in-depth session to review your current financial position to identify key areas that may require addressing such as Money Management, Debt Repayment, Mortgage Review, Wealth Creation strategies / ideas for using property investments.
  • Fees depend upon the scope of the work needed and are available upon request
Core Process

My Money Treasure Hunt (how to find money you never knew you had)

  • Assistance/guidance to create a Spending Plan to overhaul your current spending behaviours and money management, and create a new plan for the future that takes into account fixed expenses, as well as short and long term financial goals
  • Fees depend upon the scope of the work needed and are available upon request

Debt Power Pay Off Plan

  • Strategic plan to repay debts sooner than the expected term using an accelerated Freedom Payment Plan
  • Fees depend upon the scope of the work needed and are available upon request

Mortgage / Portfolio Review

  • Review existing home and investment loans to ensure current facilities are competitive and set up as recommended so you are in control of liabilities against your properties and not the lenders
  • Discussions may involve identifying the potential for further investment property purchases, if this is of interest to you to help you achieve Financial Freedom.
  • Fees depend upon the scope of the work needed and are available upon request

Need To Take The 4 Step Core Process?

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