Description

The Level Up one-on-one coaching program is specifically focused on maturing your financial mind providing you with confidence, organization and purpose when dealing with your finances.  This course includes setting goals, breaking old paradigms, mastering financial statements, and identifying approaches for you to "level up" the 5 Stages of Financial Mindset. 

 

Cost

The cost of the 1:1 Level Up coaching program is $730.00.

 

Input

Clients are provided with the 5 Stages of Financial Mindset e-book and the Level Up workbook.

 

Output

The client is provided with a custom Level Up Action Plan.  The plan will capture the current, working and future financial mindset for the client and will be used to track and measure progress on follow-up calls.

 

Delivery Method

The delivery method will be conducted via video communications (virtual) over 5 1-hour sessions.  The session schedule will be identified and agreed on by client and coach.

 

Coaching Rules

• Homework: Client will be responsible for completing homework prior to all coaching sessions or the session will be cancelled and rescheduled.

• Attendance: Client is expected to attend all coaching sessions.

• Punctuality:  Client will participate in coaching at the designated time.  If client is 10 minutes late, session will be cancelled and rescheduled.

• Professionalism: We take all coaching seriously.  Client and Coach will respect each other.  If professionalism cannot be maintained, remaining coaching sessions will be terminated without a refund.

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Training Services Agreement

The client and coach will sign and date the Training Services Agreement (TSA) for all intellectual property regarding training and educational material owned by HUFF Real Estate Group, LLC.

 

Refunds

There are no refunds during or after purchasing the course.

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Follow-Up

The coach and client will conduct follow-up sessions to monitor progress after the coaching program has been completed.  Each follow-up session will be a 30 min call and documented in the client’s Level Up plan.  Dates will be selected for three follow-up sessions at the 30/60/90-Day mark.