Alicia’s Approach to Financial Mentorship
I help clients with their business and personal finances as part of my coaching and mentorship services.
This includes working with entrepreneurs and business owners to develop strategies for financial stability and growth.
I provide guidance on budgeting and closing financial tasks. For example, I’ve helped clients catch up on travel expenses and create budgeting documents.
I assist clients in developing long-term financial strategies, including planning for investments and retirement. My approach often involves helping clients align their financial goals with their personal values and life purpose.
I offer insights on balancing financial stability with personal growth and entrepreneurial pursuits, drawing from my own experiences of transitioning from corporate work to running my own business.
I assist clients in navigating financial challenges, such as dealing with loans and changing accountants to reduce expenses. I’ve helped business owners analyze their financial situations and make decisions about continuing or selling their businesses.
I offer advice on diversifying income streams, such as suggesting the addition of a shop section on websites to sell products and gift cards.
I help clients create financial pivot plans, breaking career goals into small, manageable steps and considering necessary training or certifications.
I provide support in understanding and improving billing processes, such as discussing the use of Wave for invoicing and payroll management.
My holistic approach to financial planning considers not just the numbers, but also the emotional and personal aspects of money management, helping clients develop a healthier relationship with their finances.
I help clients organize themselves in preparation for hiring a bookkeeper, working with a Licensed Financial Planner, or hiring a CPA, for example. Here are the strategies I use to help my clients level up:
Deep listening and understanding: I take time to truly understand my clients' backgrounds, experiences, and aspirations. This allows me to grasp their unique perspectives and challenges.
Exploring internal archetypes: I introduce the concept of internal archetypes to help clients understand different aspects of themselves including financial self-sabotage. This self-awareness aids in making more informed financial decisions that align with their core values.
Encouraging self-reflection: I use journaling prompts and creative writing exercises to help clients explore their values and life purpose. This introspection helps them clarify what truly matters to them financially.
Breaking down goals: I assist clients in breaking larger financial goals into smaller, manageable steps. This makes the process less overwhelming and more aligned with their personal rhythms and values.
Considering long-term vision: I help clients look beyond immediate financial needs to consider their long-term aspirations, encouraging them to plan for future stability while pursuing their passions.
Balancing practicality and dreams: I guide clients in finding a balance between practical financial planning and pursuing their dreams, often drawing from my own experiences of transitioning from corporate work to entrepreneurship.
Addressing emotional aspects: I recognize that money management isn't just about numbers, but also involves emotional and psychological factors. I help clients work through these aspects to create a healthier relationship with finances.
Emphasizing personal growth: I encourage clients to view financial planning as part of their overall personal growth journey, integrating it with their life purpose and values.
Customizing strategies: I tailor financial advice to each client's unique situation, considering their personal values, family dynamics, and life goals rather than applying a one-size-fits-all approach.
I help clients create financial plans that not only aim for monetary success but also support their personal fulfillment and life purpose.
If this is the kind of support you’re looking for book a session today.
Experience the transformative power of personalized mental-health coaching through virtual sessions on Zoom.
Designed for overachievers, our program offers convenience and accessibility without compromising quality. AO’s insights are grounded in her certified studies in The School of Consent, the NLP communication model, and various yoga practices, ensuring a holistic approach to personal and professional growth.
For your ongoing benefit, recordings and transcripts of the sessions are available upon request, allowing you to revisit key insights and exercises at your convenience. Embrace the journey to improved personal organization and wellbeing with AO Daily Wellness.
Package pricing options are available following a consultative evaluation session, ensuring that you receive the support tailored to your unique needs and aspirations.
