Money Personality Assessment & Consultation
For individuals and couples. Receive computerized assessment, The Power in Your Money Personality book, and consultation. Customized action steps provided that match and balance your personality traits to achieve maximum profitability in your current and future life stages ($250 includes one hour meeting, book, and assessment reports).
Marriage Prep and Enrichment
A perfect gift for newly engaged couples, or for marital enrichment. Since 1997, Susan has been certified to conduct the PREPARE/ENRICH Inventory and has "coupled" it with the money personality/GEM process (Generate Empowered Movement). Many topics are covered to enrich relationships; two-hour consultation is included. Details: http://www.mindfulactionplanning.com/prepareenrich-couples-con.html
The GEM in You - How to Generate Empowered Movement
Learn to map a new path and take steps that lead to success on your terms. GEM discoveries reduce frustration and conflict in your life. The GEM process teaches you to uncover what has steered your direction into areas that don't match your most genuine goals. It helps you reconstruct your guidance system and generate empowered movement in matters such as money, relationships, and careers. Two 90 minute sessions.
Prosperity Clarity - Organizing and Prioritizing
Have trouble keeping track of financial management and organization? Need a filing system that fits your personality so you can keep track easily? With the "Prosperity Clarity" program, you get a weekly mentor to help you establish and maintain your plan.
This package starts with Susan visiting your home and setting up a filing system for your financial records. Your goals and challenge areas are discussed for customized solutions that help save money when you stop misplacing papers or missing payment deadlines. Then a weekly 30 minute phone consultation is established so you can reinforce your "Prosperity Clarity" and continue to increase your savings. A 2nd home visit is provided in the 3rd month.
Tough Times Teaming
Whether due to a major life transition or loss of a loved one through death or divorce, grief can make the path of life more difficult to navigate. Teaming up weekly helps you find new ways to cope, be open to the changes you are encountering and move through the process. Includes book Rays of Hope in Times of Loss.
PALS - Parents As Leaders in Money Matters
Kids of all ages can present parents with baffling uncertainties about how to best teach proven money lessons. Learn creative and fun ways to motivate and educate your children at any age. The benefits are adult kids who know how to resist credit card impulse spending, save for retirement so time works as their ally (instead of their enemy), and how to keep high value goals as the focus of money mangement decisions. Applies to adult children as well, with focus on positive communication techniques if money problems already exist.
Most coaching starts with an assessment meeting followed by weekly phone discussions, charged monthly. Rates are from $300-600 per month, depending on the customized program chosen. MAP financial planning clients receive discounts on coaching programs.
