Our Process

One-on-one coaching offers you the care and attention your story deserves. You will find that our process is highly customizable for your needs and circumstances, even as we have a primary framework that we build upon. 

Each coaching session is between 60 and 90 minutes and focuses on helping you build and implement a complete and holistic plan for managing your personal finances. We coach you, not your budget.

A typical rhythm for a coaching series might be as follows:

First Meeting: Introduction and Goal Setting
Second Meeting: Financial Discovery
Third Meeting: Design Your Budget
Fourth Meeting: Review Your Progress
Fifth Meeting: Deepen Your Plan
Sixth Meeting: Build Your Defense 

Each meeting flows as a conversation - answering your questions and focusing on your specific situations, while also discussing best practices for personal finance. We often make use of visuals to help understand specific concepts.

Typically the first two meetings are held in back-to-back weeks and the others are spaced further out, so that we get to discuss your personal financial story in real-time over a greater period of time and not just in one quick snapshot. 

To book your first engagement, please email David Curran at david@bernardcoaching.co