Are you in a position where you know you need to make a change, but are too stuck in old beliefs and fears around money to ask for help?

That was the story for my client Karen, until she made the brave decision to reach out and ask me for help. Karen first started working with me at the beginning of the pandemic after going through bankruptcy.  Today, I’m catching up with her after almost two years since we started working together.

In this episode, Karen reflects on the changes financial coaching brought into her life, like being able to pay for car repairs without an anxiety attack, how she does weekly money dates and continues to personalize the tools I developed for her to fit her changing life, and how the support she received during financial coaching allowed her to rein in her emotional spending and rebuild her trust in herself.

Toward the end of our chat, Karen shares how she recently found her one-year plan that she made with me and how she was surprised to discover that she had met every single goal that she had set for herself, from living on her own to moving to a new state. 

Financial coaching completely changed Karen’s life, not only by teaching her how to set goals, but by giving her the skills and the confidence that have empowered her to reach those goals. Her biggest piece of advice to others is to take the leap today, right now, if you’re ready to make a change in the way you manage your finances and your life as well.

In this episode, you’ll learn…

[02:47 ] What made Karen decide to finally make the leap to start working with me and her feelings about having someone in her corner on her financial journey

[10:04 ] How Karen has kept up with her budget and stayed in control of her finances

[17:44 ] How Karen continues to use the skills she learned during our coaching partnership to address her financial triggers

[25:01 ] Why Karen, who is usually non-confrontational, likes to negotiate now and how she prepares for expected and unexpected expenses

[32:52 ] How Karen learned to trust herself again and develop confidence through managing her money

Tune in to this episode of Money Files to hear how my financial coaching partnership changed Karen’s life.

Get full show notes and the episode transcript:

https://wealthovernow.com/how-the-skills-karen-learned-during-our-financial-coaching-partnership-continue-to-support-her

Links mentioned in this episode…

Karen’s first episode