- 0:30 – Overview Of Content
- 2:15 – Coaching Program Package Components
- 9:55 – Program Pricing Considerations
- 26:23 – Defining Your Client Path
- 31:30 – Laying Out Your Financial Plan
- 46:15 – Content Summary
- 47:29 – Overview of Money Mastery Work
- Presentation Slides
Download a copy of the Module 2 PowerPoint slides in PDF format.
- Coaching Program Components Worksheet
Download the Coaching Program Components Worksheet and complete for each of your coaching programs.
- The Client Pyramid
Download The Client Pyramid and use it to lay out your client path.
- Do. The. Math Spreadsheet
Download the Do. The. Math. worksheet to lay out your financial plan for the next 12 months.