Financial coaching plays an essential role in our society
Our education system does not do enough to prepare us for a world dominated by money. Financial coaching fills that gap.
Our mission is simple: to ensure that everyone, regardless of background or circumstance, has the tools and knowledge they need to navigate the complexities of personal finance with confidence.
Most of are clients are by "word of mouth" which we believes gives us a chance to get to know you, your needs and how to help you successfully navigate lifes financial ups and downs.
8 Steps in the Financial Coaching Process
1: Understanding Clients’ Current Financial Situations. Financial coaching starts with gaining a deep understanding of each client’s current situation.
2: Understanding Clients’ Goals and Future Needs. Each client has different needs you must consider when helping people plan.
3: Diagnosing Areas to Best Help Clients Meet their Goals. Identifying the root causes of your clients’ current situations is a skill set coaches must possess.
4: Establishing Goals & Outcomes. Working with your clients, help them establish short-, mid-, and long-term goals with reasonable timelines.
5: Prioritizing the Steps for Maximum Efficiency. Structured planning can reduce the time it takes for your clients to meet their goals.
6: Providing Education and Guidance to Support Clients’ Action. Once clients are armed with a clear plan and steps to follow, a coach’s role shifts to education and guidance.
7: Offering Support & Accountability. Along with education, coaches provide support and accountability to help clients complete the steps to reach their goals.
8: Review & Report on Progress. As a professional coach, it’s important for you to measure, track progress, and celebrate your clients’ accomplishments.
CONTACT US for an introductory session where we can answer questions about our practice and how we can help you.
email: dillenderholdings@gmail.com
phone: 1-484-207-0553
We are located in Chester Springs, PA if you desire face to face discussions or we are also able to perform virtual sessions if that fits your schedule better.
We are not financial advisers. The information provided on this website is for general information only and should not be taken as professional advice. There are risks involved with stock market investing and consumers should not act upon the content or information found here without first seeking advice from an accountant, financial planner, lawyer or other professional. Consumers should always research companies individually and define a strategy before making decisions. Dillender Holdings are not liable for any loss incurred, arising from the use of, or reliance on, the information provided by this website.