LSMC Money Coaching Program

Money Coaching Kit

When you book the Lifestyle Money Coaching Program you will receive access to the Money Coaching Kit which is an easy to use online software tool.

This will then form the basis of the interaction you have with your Coach.

Completing the Money Coaching Kit is very simple all you need to do is follow the 6 Steps we have outlined in the Kit - please by all means take a few minutes to check out some of the screen shots of part of the Kit below:

Step 1. Welcome Screen - your kit home page and basic navigation screen	Step 2 - Your Details - name, address, occupation details etc	Step 3 - Your Money Personality - a diagnostic to help determine your financial IQ
Step 4 - Your Cash Flow - A 12 month detailed cash flow statement	Step 5 - Cash Flow Charts - Charts that pictorially represent your cash flow statement	Step 6 - Your wealth Score Card - a quick overview of your assets, liabilities and debt structures

Your Follow Up Report

Once your initial 90 Minute session is complete, your Coach will compile a report which summarises the action items from your meeting. Here the Follow Up Report is made up up of 5 parts consisting of varying levels of detail according to the times frames addressed.

Your Follow Up Report is available electronically via your Money Coaching Kit portal and can be viewed in a html or pdf format for printing,

Again please take a look at a few screen shots of only 3 parts of the Follow Up Report:

Part 1 - Now	Part 2 - Next
Part 3 - Later