This is designed to slightly increase awareness. We cannot improve upon that which we're not aware of.
In your COMPLIMENTARY Strategy Session we will identify if there's a good reason to work together. This is NOT a sales call. This call is 100% about you and your goals.
If we decide there's a good reason to work together, then we'll get started right away. Your financial path will improve immediately.
Monthly coaching sessions.
Coaching is the most transformational relationship in your life. You will change the outcome of your future by changing your thinking and habits.
A powerful budgeting and tracking tool will help you to create a realistic and holistic budget. No matter your goals, this is a tool you can use for the rest of your life.
You will have full access to my Building Financial Confidence video course. This transformational course will help you develop a success mindset and financial education.
The only guarantee that tomorrow is better than today is a consistent focus on personal growth. With coaching we will keep the focus on achieving your goals through personal growth.
Coaching will give you confidence. Confidence comes from knowing what you're doing and consistently doing things well. You will believe in the brightness of your future.
Your coach is experienced in real estate investing, financial markets, and business.
Our conversations will have depth and expertise.
"I appreciated that this course was not just about money, but about our mindset around money. Joe's approach and positive, encouraging style helped me overcome the intimidation I have about money management, and helped me feel like I can get a better grasp on my money and plan for my preferred future -- it sounds simple, but it's actually huge for me. Thank you, Joe!"
"This coaching was what I expected and more! I really appreciated that it focused so much on the emotional and psychological aspects related to money and how that affects our management of/habits around money. I am already seeing progress from newfound awareness of what/how I was spending, the intentionality that has come as a result of the awareness and the empowerment I feel now that I'm in control of my finances. Things weren't nearly as bad as I'd thought, but this course has given me a much stronger mindset and the confidence to keep growing, to tackle my debt, and to grow my savings."
"I highly recommend Worthy Legacy coaching because it blends mindset with specific strategies. I needed the accountability and cashflow tools, but I didn't realize I was missing the growth mindset and the systems to follow through to be successful. I've learned so much and a have a great foundation going forward. Thank you Joe!"
"We have reached a point financially (thanks to @worthy.legacy !) where I do not have to work my ass off for the promise of an end-of-year bonus just to get by. Now I'm actually taking time to step back and consider what I want. It's scary and exciting."
"I highly recommend Joe's coaching and services to help get out of the debt cycle and establish financial freedom! I worked with Joe to establish a realistic plan to pay off debt that was holding me back and seemed impossible to get rid of. Joe's approach is direct and straightforward, but he takes into account much more than just finances, incorporating perspectives of holistic well-being into his coaching. It was just the approach I needed! Thank you, Joe!"
Almost everyone is anxious about sharing when it comes to money. Which is why coaching on this topic is so powerful. Sharing and discussing openly is how you will alleviate stress and create a plan for the future.
Coaching is so powerful because you realize you're not alone with your fears. You will learn and grow from the process and have someone to support you.
A great coach does not judge the coaching member. Rather, they help them find a way forward.
Seeing results is guaranteed. In fact, if you don't see results in the first 90 days then we can terminate our agreement and part ways as friends. No questions asked.
Coaching is designed alliance where two people collaborate to create lasting change for the client. Coaching has 3 underlying objectives.
Greater awareness, increased responsibility, and greater accountability.
Imagine a person who sees your potential rather than your performance.
They understand that you are a person with conflicting goals and desires.
They understand that you want to achieve higher levels for yourself.
They are fully committed to your success.
The coaching relationship is 100% focused on you. A coach holds you accountable, helps you create a higher level of consciousness, helps you to understand the way forward.
Coaching is a powerful relationship because it's so unique. It's customized to you, focused on you, and yields the results you desire.
The Building Financial Confidence course has 27 total lessons. They are broken out into 5 separate categories. Each category takes you on a step-by-step journey.
After having coached over 700 people I'm confident that the value received far exceeds the investment.
However, if you participated in each coaching session for the first 90 days and don't believe coaching was worth the investment then we can terminate the coaching relationship and part ways as friends. No questions asked.
I do not offer refunds because I'm 100% confident that you will receive value for your service.
Additionally, you will continue to have access to Building Financial Confidence course.
Not with coaching. Results come from active participation. You must be active and you must take action. Without action there will be no change.
With the course however, it is designed and recommended to go at your own pace.
Yes. The mobile app is for the course. Actions are provided in the welcome section of the course.
This spreadsheet is very easy to use. But, if you really don't like to use spreadsheets then you and I can complete the spreadsheet together in our early coaching sessions.
Complete the survey below and schedule your complimentary strategy session.. Not only will you receive great value for the session, but I'll be 100% honest with you. Once I understand your situation I can recommend coaching, the course, or some simply actions to move you forward..
Want to skip the Strategy Session and get started ASAP?
PER MONTH FOR SIX MONTHS ($1,710) total
FULL PAY - 10% DISCOUNT
Other professional accomplishments include:
Owner - 3 successful restaurants
Board of Directors - 3 companies
Real Estate Investor - 12 years
Fix-and-Flip - 75 homes
Business Consultant - 11 years
Financial Coach - 3 years